Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Murphy is a financial advisor with Ameriprise Financial Services, LLC. Patricia has over 10 years of experience in the financial services industry. Patricia is a registered representative and investment advisor representative in the state of Florida. She holds Series 7, 63 and 66 licenses and the SIE exam. Patricia is committed to helping her clients achieve their financial goals. She offers a variety of services, including financial planning, asset allocation, and portfolio management. Patricia has a strong track record of success and is dedicated to providing her clients with personalized attention.
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.
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2
FL
06/10/2019 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
11/27/2017 - 06/05/2019
RBC CAPITAL MARKETS, LLC (PALM BEACH GARDENS FL)
FL
07/20/2017 - 11/08/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
FL
02/25/2016 - 04/12/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEPTUNE BEACH FL)
FL
12/15/2008 - 01/19/2016
SCOTTRADE, INC. (JACKSONVILLE FL)
BOTH
Issued 08/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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