Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Murphy is a registered representative with Charles Schwab & Co., Inc., working out of the Orlando, FL branch office. Patrick has been in the industry since 2016. Patrick has passed both the Series 66 and Series 7 exams, along with the General Securities Sales Supervisor - General Module Examination and the General Securities Sales Supervisor - Options Module Examination, and the Securities Industry Essentials Examination. Patrick is registered as an Investment Advisor Representative in Florida and has a Series 66 license, allowing Patrick to provide investment advice to individuals and families.
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
1
2
FL
05/23/2017 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BOTH
Issued 5/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/2/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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