Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Beth Murphy is a financial advisor with Raymond James Financial Services Advisors, Inc. Kristen has been in the financial services industry since 2003. Kristen has a strong background in financial planning and investment management. She specializes in working with high-net-worth individuals, families, and businesses. Kristen holds the Series 6, 7, 63, and 65 securities licenses. She is also a Certified Financial Planner. Kristen is committed to providing her clients with personalized financial advice and guidance. She works with clients to develop customized financial plans that meet their individual needs and goals. Kristen is committed to helping her clients achieve their financial dreams.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
04/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (Memphis TN)
GA
09/22/2017 - 04/03/2023
RAYMOND JAMES & ASSOCIATES, INC. (SAVANNAH GA)
GA
04/29/2009 - 09/27/2017
SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)
VA
10/25/2005 - 05/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)
OH
02/04/2003 - 10/12/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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