Unclaimed
Marissa Lynn Murray is a financial advisor with Raymond James & Associates, Inc. She has been in the financial services industry since June 19, 2011. Marissa is registered to provide investment advice in Oregon and is licensed to sell securities in 49 states.
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.
Please see note in schedule d - miscellaneous
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
OR
05/30/2024 - Present
Raymond James & Associates, Inc. (LAKE OSWEGO OR)
OR
05/23/2011 - 10/16/2013
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
IA
Issued 05/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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