Unclaimed
Michael J. Murray is a financial advisor who has been in the industry since 2014. Michael J. Murray is currently registered with LPL Enterprise, LLC and is licensed to offer financial advice in Alabama, South Carolina, and Texas. Michael J. Murray has previously worked with PNC INVESTMENTS, BBVA SECURITIES INC., and AMERITAS INVESTMENT CORP. Michael J. Murray specializes in providing consulting, financial planning, and portfolio management for businesses and individuals. Michael J. Murray is a committed advisor dedicated to helping individuals and families achieve their financial goals.
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
SC
10/22/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
AL
09/17/2021 - 05/18/2022
PNC INVESTMENTS (BIRMINGHAM AL)
AL
08/21/2015 - 09/17/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
10/14/2014 - 08/11/2015
AMERITAS INVESTMENT CORP. (BIRMINGHAM AL)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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