Unclaimed
Kevin Murphy is a registered investment advisor representative with Vanderbilt Advisory Services in Woodbury, NY. Kevin has been in the industry since August 1996, working with clients to manage their finances and reach their investment goals. Kevin holds several professional licenses including Series 7, 21, 25, 55, 63, 65, and SIE, along with the Investment Banking Registered Representative Examination. Kevin has a strong focus on helping clients with their Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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.
1
2
NY
03/20/2023 - Present
Vanderbilt Advisory Services (WOODBURY NY)
NY
12/06/2021 - 03/06/2023
LPL FINANCIAL LLC (GARDEN CITY NY)
NY
12/10/2021 - 09/16/2022
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (WILLISTON PARK NY)
NY
10/19/2016 - 11/10/2021
CUNA BROKERAGE SERVICES, INC. (MASSAPEQUA NY)
NY
01/21/2011 - 10/04/2016
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
08/10/2004 - 10/25/2010
ABEL/NOSER CORP. (NEW YORK NY)
NY
01/17/2002 - 08/06/2004
LABRANCHE & CO. LLC (NEW YORK NY)
NY
01/22/1997 - 01/18/2002
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
NY
04/11/1996 - 02/18/1997
BHF SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 04/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 04/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/08/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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