Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Patrick Murphy is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc.. Max Patrick Murphy is also registered with the state of Arizona. Max Patrick Murphy has been working in the financial industry since 2024. Max Patrick Murphy works with a variety of clients including insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. The services Max Patrick Murphy provides include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
10/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
BOTH
Issued 08/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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