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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Murphy is a financial advisor at Fidelity Personal and Workplace Advisors. Jeffery has been in the industry since 1994 and has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Jeffery is registered with the state of Florida and Texas. Jeffery can offer a variety of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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2
FL
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
IN
03/22/1995 - 10/18/2012
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IA
09/06/1994 - 01/31/1995
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 12/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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