Unclaimed
John Pierce Murphy is a financial advisor with over 22 years of experience in the industry. John is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions at Essex National Securities, Inc., CUSO Financial Services, L.P., John Hancock Funds, LLC, and Signator Investors, Inc. John offers a range of financial services including financial planning, portfolio management, pension consulting, and educational seminars. John is a licensed investment advisor and holds Series 6, 7, 63 and 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
08/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (ANDOVER MA)
MA
11/29/2006 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (ANDOVER MA)
MA
06/29/2004 - 12/01/2006
CUSO FINANCIAL SERVICES, L.P. (ANDOVER MA)
MA
11/27/2001 - 06/30/2004
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
07/07/1999 - 07/03/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Murphy is the right advisor for you? Invested Better is here to help.