Unclaimed
John Bertram Murray is a financial advisor who has been in the industry since 2000. John is currently registered with Pacific Select Distributors, LLC, and is based in Newport Beach, California. John holds a Series 6, 7, and 63 licenses. John was previously registered with Symetra Securities, Inc., Symetra Investment Services, Inc., Sun Life Financial Distributors, Inc., and MFS Fund Distributors, Inc.
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.
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.
1
2
CA
05/16/2014 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
WA
09/30/2013 - 04/28/2014
SYMETRA SECURITIES, INC. (BELLEVUE WA)
MA
06/06/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/12/2006 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
MA
03/06/2000 - 01/09/2006
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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