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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Victor Murphy is a financial advisor with over 25 years of experience in the industry. John is registered with Ameriprise Financial Services, LLC and has offices in Annapolis, MD and Sarasota, FL. John holds Series 7, 24, 53, 63, and 65 licenses, as well as the SIE certification. He has been a Certified Financial Planner (CFP®) since 2005. John is experienced in portfolio management for individuals and businesses and offers financial planning, asset allocation services, and pension consulting. John also provides educational seminars and publication of periodicals. John is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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 services
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.
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2
FL
10/27/2022 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
MN
06/11/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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