Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Murphy is a financial advisor who has been in the industry since 2013. Julie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the states of Mississippi and Texas. Prior to this, Julie worked as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated in the state of Mississippi. Julie has passed the Uniform Combined State Law Examination, Series 66, Securities Industry Essentials Examination, and the General Securities Representative Examination. Julie also has several years of experience in sales and marketing. Julie's primary focus is providing financial advice to individuals, businesses, and institutions. Julie specializes in investment management, financial planning, and retirement planning. Julie is committed to providing her 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MS
05/25/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIDGELAND MS)
MS
08/01/2013 - 05/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
BOTH
Issued 07/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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