Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Murphy is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. John has been in the industry since 1993 and holds the Series 6, 7, 31, and SIE licenses, along with the Series 63 state exam. John is also a Certified Financial Planner. Prior to joining Stifel, Nicolaus & Company, Inc., John was registered with UBS Financial Services Inc. and Morgan Stanley. John specializes in providing portfolio management, financial planning, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/04/2022 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH GARDENS FL)
FL
02/24/2011 - 02/11/2022
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 03/03/2011
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
03/29/1994 - 04/02/2007
MORGAN STANLEY DW INC. (NORTH PALM BEACH FL)
MA
08/27/1993 - 03/11/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/27/1993 - 03/11/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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