Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Murray has been in the financial services industry since November 23, 1992. Michael is currently registered with Principal Securities, Inc. Michael has been with Principal Securities, Inc. since July 2018 and is also registered with Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Michael provides financial planning services and specializes in retirement planning, investment management, and college savings. Michael is committed to helping clients achieve their financial goals and has the experience and knowledge to help them succeed.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
09/19/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
IN
09/11/2006 - 02/09/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NH
10/25/1993 - 02/09/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
IN
09/11/2006 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NH
12/01/2003 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
NH
09/18/2000 - 03/23/2001
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NH
04/05/2000 - 04/24/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
07/06/1992 - 05/18/1993
ROOSEVELT & CROSS, INCORPORATED (NEW YORK NY)
RI
12/12/1990 - 06/25/1992
VAN LIEW SECURITIES, INC. (PROVIDENCE RI)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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