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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pamela? Claim Your ProfilePamela Murphy is a financial advisor who has been working in the financial services industry since 1990. Pamela is a Certified Financial Planner™ and a Chartered Financial Consultant. Pamela is currently registered with Morgan Stanley. Pamela is also registered as an investment advisor representative in Texas and Virginia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
08/14/2017 - Present
Morgan Stanley (Mclean VA)
VA
07/13/2000 - 08/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
CT
10/05/1993 - 07/14/2000
ADVEST, INC. (HARTFORD CT)
IN
01/01/1990 - 10/15/1992
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 07/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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