Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Erik Mc murray is a financial advisor with Oppenheimer & Co. Inc. Michael has been in the industry since 1982. Michael specializes in providing financial planning and portfolio management for businesses and individuals. Michael is registered with the state of New York as an Investment Advisor Representative (IAR) and has a Series 65, Series 7, and SIE license. Michael has also been registered with other firms in the past, including Janney Montgomery Scott LLC and UBS Financial Services Inc.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (HAUPPAUGE NY)
NY
11/08/2016 - 12/17/2019
JANNEY MONTGOMERY SCOTT LLC (MELVILLE NY)
NY
10/17/2008 - 11/17/2016
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
10/16/2003 - 10/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
MO
07/01/2003 - 09/22/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/17/1987 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/28/1983 - 09/17/1987
SHEARSON LEHMAN BROTHERS INC.
NA
07/16/1982 - 09/23/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/24/1982 - 06/28/1982
INDIVIDUAL'S SECURITIES LTD.
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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