Unclaimed
Milton Murphy is a financial advisor with over 20 years of experience in the industry. Milton has a broad range of experience, having worked with firms such as Invesco Distributors, Inc., Washington Square Securities, Inc., and Jackson National Life Distributors LLC. Milton is currently registered with Centaurus Financial, Inc., and is licensed to provide investment advice in multiple states.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
06/23/2022 - Present
Centaurus Financial, Inc. (CENTENNIAL CO)
IA
02/03/2012 - 02/06/2018
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
MA
08/02/2011 - 11/23/2011
ABAX BROKERAGE SERVICES LLC (BOSTON MA)
TN
12/06/2002 - 05/21/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TX
12/11/2000 - 11/12/2002
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CT
09/19/2000 - 12/01/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
12/16/1999 - 09/20/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
11/24/1997 - 12/16/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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