Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ. Edward Murphy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. J. Edward has been in the financial services industry since May 1986. J. Edward is a Series 7, Series 31, and Series 63 licensed professional. J. Edward is also a Series 65 licensed investment advisor representative. J. Edward offers investment advisory services to a wide range of clients including individuals, businesses, corporations, high-net-worth individuals, pension plans, and charitable organizations. J. Edward has experience with various investment products and services including securities, futures, and managed funds.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
03/22/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRIDGEWATER NJ)
NJ
05/21/1986 - 10/08/1996
RYAN, BECK & CO. (FLORHAM PARK NJ)
IA
Issued 10/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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