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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Anne Murphy is an investment advisor representative at Commonwealth Financial Network. Julie has been in the financial services industry since 2006 and is registered with the state of Massachusetts. She is a Series 66, Series 7 and Series 53 licensed professional. In addition, Julie has been previously registered with Bolton Securities Corporation and Delta Equity Services Corporation. Julie's prior experience includes work at Ameriprise Financial Services, Inc., Bolton Securities Corporation, and Delta Equity Services Corporation. Julie Anne Murphy focuses on providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/26/2012 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
01/25/2011 - 06/25/2012
BOLTON SECURITIES CORPORATION (BOLTON MA)
MA
03/17/2008 - 06/25/2012
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
MA
09/06/2006 - 03/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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