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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 William Murphy is a financial advisor with Osaic Wealth, Inc.. John William Murphy has over 30 years of experience in the financial services industry. John William Murphy is a registered representative with both FINRA and the state of New York. John William Murphy is also a registered investment advisor in both California and New York. John William Murphy offers a variety of financial services, including financial planning, portfolio management, and pension consulting. John William Murphy is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
09/16/2015 - 06/05/2020
HSBC SECURITIES (USA) INC. (YONKERS NY)
NY
03/12/2013 - 05/08/2015
LPL FINANCIAL LLC (PEARL RIVER NY)
NY
02/21/2013 - 03/04/2013
OPPENHEIMER & CO. INC. (WHITE PLAINS NY)
NY
10/01/2012 - 01/04/2013
J.P. MORGAN SECURITIES LLC (MOUNT VERNON NY)
NY
09/07/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOUNT VERNON NY)
NY
03/03/2004 - 08/03/2004
TRILLIUM TRADING LLC (NEW YORK NY)
NY
10/21/1998 - 10/23/2003
WORLDCO, L.L.C. (NEW YORK NY)
NY
12/18/1996 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
NY
08/29/1985 - 01/04/1997
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
08/15/1985 - 02/24/1986
NORBAY SECURITIES INC.
IA
Issued 12/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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