Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Murdock is a financial advisor currently registered with Oppenheimer & Co. Inc. Michael has been in the industry since 2000, working with a variety of firms including Ameriprise Financial Services, Inc., NFP Securities, Inc., VALIC Financial Advisors, Inc., Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Michael has an array of specializations, including securities, investment advisory, and insurance.
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.
1
2
MI
05/31/2016 - Present
Oppenheimer & Co. Inc. (KALAMAZOO MI)
MN
04/02/2013 - 11/03/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
12/22/2011 - 01/07/2013
NFP SECURITIES, INC. (AUSTIN TX)
MI
01/05/2009 - 06/28/2011
VALIC FINANCIAL ADVISORS, INC. (GRAND RAPIDS MI)
IN
06/10/2008 - 12/31/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/10/2008 - 12/31/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
SC
08/11/2004 - 11/27/2007
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
11/13/2001 - 08/09/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
07/27/1999 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/28/1999 - 06/18/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/12/1998 - 03/30/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
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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