Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Rose Murphy is a financial professional with over six years of experience in the financial services industry. Patricia is currently registered with Northwestern Mutual Investment Services, LLC and holds a Series 7 and Series 66 licenses as well as the SIE exam. Patricia's previous experience includes working with Morgan Stanley and Citizens Bank/Clarfeld Advisors. In addition to her work in the financial services industry, Patricia is a swim instructor at the YMCA of Greenwich.
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.
Investment research; referrals to other advisers
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.
Referral fees
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CT
01/31/2024 - Present
Northwestern Mutual Investment Services, LLC (Norwalk CT)
NY
04/29/2016 - 05/31/2022
MORGAN STANLEY (Garden City NY)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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