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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Murray is a financial advisor with over 30 years of experience in the industry. Paul currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked for Morgan Stanley and Mesirow Financial. Paul is licensed to provide investment advice and securities in Alabama, Arizona, California, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, New Jersey, New Mexico, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
10/17/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
IL
06/01/2009 - 10/28/2016
MORGAN STANLEY (DEERFIELD IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
11/27/2000 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
IL
12/15/1993 - 11/22/2000
MESIROW FINANCIAL, INC. (CHICAGO IL)
MA
10/15/1999 - 10/18/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
11/23/1992 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
IA
Issued 01/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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