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 financial advisor with Certified Advisory Corp. Matthew has been in the financial services industry for over 20 years. Matthew has been registered with Certified Advisory Corp. since September 2022. Matthew has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Matthew is a Certified Financial Planner.
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.
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.
Solicitation fees
1
2
FL
09/01/2022 - Present
Certified Advisory Corp. (ALTAMONTE SPRINGS FL)
FL
11/29/2010 - 04/19/2022
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
FL
12/15/2003 - 09/09/2010
NYLIFE SECURITIES LLC (LONGWOOD FL)
FL
06/11/2003 - 11/14/2003
G. A. REPPLE & COMPANY (CASSELBERRY FL)
OH
12/17/2001 - 06/11/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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