Unclaimed
Murray Segal is a financial advisor with Stifel, Nicolaus & Company, Inc. Murray has been in the securities industry since December 1985. Murray is registered with the state of Florida and is currently registered with Stifel, Nicolaus & Company, Inc., as well as with the state of Texas. Murray has been affiliated with Stifel, Nicolaus & Company, Inc. since July 2007. Previously, Murray was registered with Ryan Beck & Co. and other firms.
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
FL
09/06/2023 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
04/29/2002 - 07/31/2007
RYAN BECK & CO. (BOCA RATON FL)
NY
10/08/1997 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
01/07/1994 - 10/08/1997
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
09/09/1988 - 01/06/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/19/1985 - 08/26/1988
OPPENHEIMER & CO., INC.
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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