Unclaimed
John T. Murphy is an investment advisor representative who has been working in the securities industry since 2001. John T. Murphy is registered with MML Investors Services, LLC and is licensed in 20 states. John T. Murphy also has previous experience with MSI Financial Services, Inc., Edward Jones and A. G. Edwards & Sons, Inc. John T. Murphy holds the Series 7 and Series 66 licenses, in addition to the SIE exam. John T. Murphy's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. John T. Murphy offers portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/03/2022 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
07/08/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
02/17/2005 - 07/02/2008
EDWARD JONES (MINEOLA NY)
MO
06/21/2001 - 01/18/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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