Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gray-murphy is a financial advisor at LPL Financial LLC, a large independent broker-dealer. Melissa has over 20 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and 63 licenses. Melissa is registered to provide investment advice in 27 states and has served clients in a variety of capacities, including financial planning, investment management, and insurance. Melissa's prior experience with SII Investments, Inc. and Royal Alliance Associates, Inc. further underscores her commitment to providing personalized financial guidance.
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.
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2
MA
10/12/2021 - Present
LPL Financial LLC (NORWELL MA)
MA
12/16/2009 - 02/14/2018
SII INVESTMENTS, INC. (NORWELL MA)
MA
05/04/2001 - 12/18/2009
ROYAL ALLIANCE ASSOCIATES, INC. (NEWBURYPORT MA)
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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