Unclaimed
Michael Murphy is a registered representative and investment advisor representative with over 25 years of experience in the financial services industry. Michael is currently associated with LPL Enterprise, LLC. Michael previously worked with Pruco Securities Corporation, P.J. Robb Variable Corporation and MBM Financial Services. Michael holds Series 6, 63, 66 and SIE licenses. Michael has been actively licensed since 1998 and provides financial planning, portfolio management, and other non-discretionary advisory services to individual clients. Michael offers consulting and educational seminars to clients as well.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (MASSAPEQUA NY)
TN
11/26/2012 - 06/30/2015
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NJ
07/07/1998 - 03/26/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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