Unclaimed
Michael McMurray is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Michael has been in the industry since 2001 and has held previous positions with Edward Jones and Liberty Life Securities LLC. Michael is registered to provide investment advisory services in Arizona, California, Florida, Massachusetts, Montana, Oregon, Utah, and Washington. Michael also has a Series 6, 7, 10, 63, and 66 securities license.
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
WA
10/27/2014 - Present
Raymond James Financial Services Advisors, Inc. (EDMONDS WA)
WA
12/19/2007 - 10/27/2014
EDWARD JONES (SEATTLE WA)
NH
12/07/2001 - 11/28/2005
LIBERTY LIFE SECURITIES LLC (DOVER NH)
BOTH
Issued 01/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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