Unclaimed
James Murphy is a financial professional with over 11 years of experience in the financial services industry. James is currently registered with Pruco Securities, LLC and provides financial services in Orchard Park, New York and Glenwood, New York. James is also a registered representative and investment advisor representative. James is a licensed agent for Medicare insurance and an associate producer with Longevity Wealth Partners, LLC in Orchard Park. James has a Series 66, Series 7, Series 26, and SIE license. James's specialties include retirement planning, insurance, and estate planning. James is committed to providing his clients with personalized financial advice and guidance to help 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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NY
06/07/2021 - Present
Pruco Securities, LLC (Orchard Park NY)
NY
06/14/2011 - 10/31/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (AMHERST NY)
BOTH
Issued 06/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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