Unclaimed
Kevin Murphy is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Kevin has been in the industry since April 26, 2003, and has passed the Series 7, Series 99TO, and SIE exams. Kevin is based in Providence, Rhode Island and is located at 15 Park Row West, Suite 102, Providence, RI 02903.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
RI
06/24/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)
MA
09/29/2007 - 12/06/2023
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
11/13/2000 - 11/02/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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