Unclaimed
Michael Patrick Murray is a financial advisor at Stifel Independent Advisors, LLC. Michael has been in the financial services industry since 1996 and has a Series 7, Series 63, Series 52, Series 65, Series 8, Series 9, and Series 10 license. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and has a number of certifications including the SIE. Michael specializes in providing financial planning, portfolio management, and investment advice. Michael has worked at Stifel Independent Advisors, LLC since 2004. Before joining Stifel Independent Advisors, LLC, Michael worked for Stifel, Nicolaus & Company, Incorporated and H&R Block Financial Advisors, Inc. Michael is committed to providing personalized and comprehensive financial advice to help clients reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/14/2020 - Present
Stifel Independent Advisors, LLC (O'FALLON MO)
MO
11/16/2001 - 12/31/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MI
02/12/1996 - 11/26/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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