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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mosher Murphy is a financial advisor with over 36 years of experience in the industry. Mary is currently registered with LPL Financial LLC and holds Series 63, 65, and 7 licenses along with the SIE exam. Mary is also a Certified Financial Planner™. Mary has previously held positions at Raymond James Financial Services, Inc., First of America Brokerage Service, Inc., Pruco Securities Corporation, Brownstone Capital Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary offers investment advisory services to individuals, businesses, trusts, and other entities. Mary's commitment to providing personalized service and helping her clients achieve their financial goals has earned her a reputation as a trusted and respected advisor.
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.
Consulting and other non-discretionary advisory services
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
IL
09/04/2002 - Present
LPL Financial LLC (SPRINGFIELD IL)
FL
06/13/1995 - 09/12/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OH
04/11/1994 - 05/15/1995
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
NJ
01/13/1994 - 04/12/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
03/19/1993 - 12/16/1993
BROWNSTONE CAPITAL CORP. (NEW YORK NY)
NY
04/12/1984 - 03/27/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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