Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Murray is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Jack has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jack was an advisor at Park Avenue Securities LLC and Pruco Securities, LLC. Jack holds the Series 7, Series 63 and Series 65 licenses and is registered to provide investment advice in Connecticut and Texas. Jack is a graduate of the University of Connecticut. Jack is committed to helping clients 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.
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
CT
03/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW HAVEN CT)
CT
04/08/2021 - 02/16/2023
PARK AVENUE SECURITIES LLC (NEW HAVEN CT)
CT
11/12/2019 - 03/29/2021
PRUCO SECURITIES, LLC. (Wallingford CT)
IA
Issued 12/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials 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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