Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ellyn Murray is a financial advisor with over 35 years of experience in the financial industry. Patricia is registered with Cambridge Investment Research Advisors, Inc. in Emily, Minnesota. She is a registered representative and investment advisor representative with Cambridge. Patricia is a Series 6, 22 and 63 licensed and also holds the SIE designation. She has previously worked with LPL Financial Corporation, LinSCO Financial Group, Inc., and John Hancock Distributors, Inc. Patricia's experience includes working with high net worth individuals, individuals other than high net worth, and pension and profit sharing plans.
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.
Solicitation fees from 3rd party money managers
1
2
MN
11/13/2013 - Present
Cambridge Investment Research Advisors, Inc. (EMILY MN)
CO
12/16/1989 - 05/08/2009
LPL FINANCIAL CORPORATION (ENGLEWOOD CO)
NA
06/02/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
03/31/1983 - 05/29/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 08/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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