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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Ellise Murphy is a financial advisor with over 10 years of experience in the industry. She holds a variety of securities licenses, including Series 3, 7, 9, 10, 66, and 99. She is also a registered representative in several states. Heather has been with Morgan Stanley since 2014. Previously, Heather worked at PURSHE KAPLAN STERLING INVESTMENTS. Heather is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/08/2014 - Present
Morgan Stanley (ATLANTA GA)
GA
01/23/2013 - 04/07/2014
PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)
BOTH
Issued 11/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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