Unclaimed
Jennifer Ann Murphy is a financial advisor with over 20 years of experience in the financial services industry. Jennifer currently works at Fidelity Personal And Workplace Advisors in Merrimack, NH, where she provides financial planning and portfolio management services to a wide range of clients.
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
NH
01/14/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NE
02/26/2021 - 03/02/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
08/23/2017 - 01/02/2020
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
OH
08/07/2015 - 01/03/2017
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
NY
08/02/2010 - 01/22/2014
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
03/09/2009 - 08/04/2010
TELSEY CAPITAL GROUP LLC (NEW YORK NY)
NY
05/01/2007 - 12/05/2008
PULSE TRADING, INC. (NEW YORK NY)
NY
07/01/2003 - 02/28/2007
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
MO
06/08/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/13/1992 - 06/07/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/28/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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