Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Leroy Murphy is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey has worked with a variety of firms throughout his career, including Securities America, Inc., Foothill Securities, Inc., and CUE Financial Group, Inc. Jeffrey is currently an investment advisor representative with PFG Advisors, LLC. Jeffrey's expertise lies in providing comprehensive financial planning services to individuals and businesses, including retirement planning, college savings, and investment management.
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.
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
ID
11/20/2019 - Present
PFG Advisors (Meridian ID)
ID
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (MERIDIAN ID)
CA
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (WOODLAND HILLS CA)
CA
03/14/1995 - 08/03/2009
CUE FINANCIAL GROUP, INC. (WOODLAND HILLS CA)
MO
11/17/1994 - 03/13/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MN
08/02/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
03/04/1993 - 11/09/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/04/1993 - 11/09/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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