Unclaimed
John Paul Murray is a financial advisor with Principal Securities, Inc. John Paul Murray has been in the financial services industry since August 24, 2014. John Paul Murray is registered with the state of Pennsylvania as an investment advisor representative. John Paul Murray also holds Series 66, SIE and Series 7 licenses. John Paul Murray has a total of 34 approved state registrations and 2 approved investment advisor state registrations. John Paul Murray's primary business is providing financial advice and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John Paul Murray is also a partner in Financial Advisors of Delaware Valley, LLC. The team's business is focused on providing comprehensive financial planning and investment management services to individuals and families.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
06/08/2021 - Present
Principal Securities, Inc. (Wayne PA)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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