Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Murray is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with LPL Financial LLC. Michael has held previous positions with SII INVESTMENTS, INC., NEXT FINANCIAL GROUP, INC., SIGNATOR INVESTORS, INC., JOHN HANCOCK FUNDS, LLC, and EDWARD JONES. Michael is licensed in 24 states and offers a range of services including financial planning, portfolio management, pension consulting 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
12/03/2021 - Present
LPL Financial LLC (DANVERS MA)
MA
02/06/2009 - 02/14/2018
SII INVESTMENTS, INC. (DANVERS MA)
MA
04/20/2007 - 02/19/2009
NEXT FINANCIAL GROUP, INC. (PEABODY MA)
MA
10/24/2002 - 04/24/2007
SIGNATOR INVESTORS, INC. (ANDOVER MA)
MA
03/05/2003 - 06/09/2005
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MO
02/07/2001 - 10/07/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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