Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Z. Murray is a Registered Representative of Murray Financial Advisors LLC, which specializes in financial planning, portfolio management for individuals, and consulting services. Rhonda has been with Murray Financial Advisors LLC since October 2002. Previously, Rhonda worked at G. W. & Wade Asset Management Company, Inc., in Wellesley, MA.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Income tax preparation
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2
MA
01/01/2003 - Present
Murray Financial Advisors LLC (NORTH CHELMSFORD MA)
MA
10/03/2000 - 10/11/2002
G. W. & WADE ASSET MANAGEMENT COMPANY, INC. (WELLESLEY MA)
BOTH
Issued 10/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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