Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wayne Murphy is a registered representative and investment advisor representative with First Citizens Investor Services, Inc., located in Raleigh, NC. Jonathan has over 15 years of experience in the financial industry. He has a strong track record of success in providing financial advice to individuals, families, and businesses. Jonathan is committed to providing personalized financial advice to help his clients achieve their financial goals. He holds a Series 7, 63, 66, 9 and 10.
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.
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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2
NC
01/05/2024 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
03/16/2005 - 12/17/2019
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
MN
09/03/2004 - 11/15/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/03/2004 - 11/15/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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