Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia R. Murphy is an investment professional with over 30 years of experience. Patricia is currently registered with Charles Schwab & CO., Inc. Prior to her current role, she was associated with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Patricia has a strong understanding of the financial markets and a commitment to providing her clients with personalized investment advice. She is dedicated to helping her clients achieve their financial goals and is committed to building long-term relationships with them. Patricia is a Series 6, 7, 9, 10, 63, and SIE licensed professional. She is also registered to provide investment advice in Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
02/13/2019 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/03/2012 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/27/2000 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
06/15/1987 - 12/31/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 05/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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