Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Murphy is a registered investment advisor with Park Avenue Securities LLC. Matthew has been in the industry since 2002 and has extensive experience in providing investment advice and financial planning. Matthew is registered in several states and holds the Series 6, 7, 63 and 66 licenses, and the SIE. Before joining Park Avenue Securities LLC, Matthew worked for firms including Guardian Investor Services LLC and Northwestern Mutual Investment Services, LLC. Matthew specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
10/02/2020 - Present
Park Avenue Securities LLC (NEW YORK NY)
MA
07/24/2006 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (BOSTON MA)
MA
07/13/2005 - 06/07/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WAKEFIELD MA)
MA
06/25/2002 - 06/20/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Murphy is the right advisor for you? Invested Better is here to help.
