Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Murray is a financial advisor at Fidelity Personal and Workplace Advisors. James is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. James is registered with the Securities and Exchange Commission as an Investment Advisor Representative. James has a Series 63 and Series 66 license as well as Series 7 and Series 66 licenses. James is also registered with the states of Arizona, California, Connecticut, Florida, Georgia, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Texas, and Vermont. James is a member of the Financial Planning Association. James provides financial planning services to individuals, families, businesses, and trusts. James is committed to providing his clients with personalized financial advice and guidance. James has a strong understanding of the financial markets and a deep commitment to client service. James is dedicated to helping his 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
MA
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (HINGHAM MA)
BOTH
Issued 06/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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