Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerard Murphy is a financial advisor with over 23 years of experience. Michael is a registered representative of Osaic Wealth, Inc. and has been with the firm since January 2024. Prior to that, Michael was with Woodbury Financial Services, Inc., in Cypress, CA from 2000 to 2024. Michael also worked for LINSCO/PRIVATE LEDGER CORP in Fort Mill, SC from 1999 to 2000. Michael is registered in 17 states and holds a Series 7, 24, and 66 licenses. Michael is a partner in a CPA firm, and is also involved in several other business ventures. Michael offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars.
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.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (Cypress CA)
CA
11/20/2000 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Cypress CA)
SC
01/21/1999 - 12/05/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 12/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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