Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Murphy is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with Osaic Wealth, Inc. and holds licenses in both Ohio and Texas. Rebecca is a Certified Financial Consultant and has a comprehensive understanding of financial planning, wealth management, and insurance. She offers a variety of services to help individuals and families achieve their financial goals. Rebecca is passionate about helping clients plan for their future and build a secure financial foundation. She is committed to providing her clients with personalized advice and guidance to meet their individual needs.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (Strongsville OH)
OH
12/17/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Strongsville OH)
OH
01/19/2001 - 12/18/2020
MML INVESTORS SERVICES, LLC (MIDDLEBURG HEIGHTS OH)
MA
06/05/1991 - 01/31/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/05/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/18/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rebecca Murphy is the right advisor for you? Invested Better is here to help.
