Unclaimed
Mark Murphy is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Annapolis, MD. Mark has been working in the financial services industry since 1999. Mark has a wide range of experience in helping clients with their financial planning and investment needs. Mark is a Certified Financial Planner and is registered with FINRA and the state of Maryland. Mark is also a registered Investment Advisor Representative.
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.
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.
Investment consulting services to institutional clients
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
MD
03/30/2007 - Present
Wells Fargo Advisors Financial Network, LLC (ANNAPOLIS MD)
MD
02/21/2006 - 04/14/2007
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
MD
09/10/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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