Unclaimed
Michael Murphy is a financial advisor currently working for Ameriprise Financial Services, LLC, where Michael has been registered as a Registered Representative since February 10, 2025. Michael has over 17 years of experience in the financial services industry. Michael is registered to provide investment advice in 53 states and the District of Columbia. Before joining Ameriprise Financial Services, LLC, Michael worked for PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP in Andover, Massachusetts, and VOY INVESTMENT MANAGEMENT in Boston, Massachusetts. Michael holds licenses in Series 6, Series 7, Series 63, and Series 65 and has successfully passed the Securities Industry Essentials Examination (SIE). Michael has a variety of specializations including asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation 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
MA
02/10/2025 - Present
Ameriprise Financial Services, LLC (Auburndale MA)
MA
09/20/2005 - 05/11/2010
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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