Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacalyn? Claim Your ProfileJacalyn Murray is a financial advisor with over 34 years of experience in the industry. Jacalyn is a registered representative of LPL Financial LLC and has held positions with other firms including MML Investors Services, LLC, The Leaders Group, Inc., and Hornor, Townsend & Kent, Inc. Jacalyn currently works with Global Retirement Partners LLC, an independent investment advisor firm. Jacalyn has the following designations: SIE, Series 3, Series 4, Series 7, Series 24, Series 53, and Series 63. Jacalyn specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/07/2023 - Present
Global Retirement Partners LLC (Fort Lauderdale FL)
FL
09/08/2017 - 11/01/2023
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
CO
07/27/2016 - 08/16/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
10/14/2015 - 07/15/2016
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
10/19/2012 - 10/08/2015
HORNOR, TOWNSEND & KENT, INC. (DELRAY BEACH FL)
MD
04/20/2011 - 06/06/2011
BROKERSXPRESS LLC (SEVERNA PARK MD)
MD
06/18/2009 - 03/18/2011
SUNTRUST INVESTMENT SERVICES, INC. (GLEN BURNIE MD)
MD
12/15/2008 - 06/15/2009
PNC INVESTMENTS (BALTIMORE MD)
GA
11/18/2003 - 12/09/2008
SUNTRUST INVESTMENT SERVICES, INC. (CONYERS GA)
OH
06/11/2002 - 10/31/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
04/18/2001 - 11/21/2001
SCOTTRADE, INC. (ST. LOUIS MO)
CA
03/25/1994 - 05/22/2000
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
NJ
04/02/1993 - 12/21/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
07/08/1991 - 04/13/1993
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NC
12/11/1989 - 06/28/1991
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
03/27/1989 - 12/13/1989
PLANNED MANAGEMENT COMPANY (CHARLOTTE NC)
NA
02/01/1989 - 04/29/1989
ROBYNS CAPITAL CORP.
NY
06/24/1988 - 09/28/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/23/1985 - 07/09/1988
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/2004
Series 4 - Registered Options Principal Examination
BC
Issued 08/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacalyn Murray is the right advisor for you? Invested Better is here to help.
