Unclaimed
Robert John Murphy is a registered representative with Oppenheimer & Co. Inc. and has been in the securities industry since February 1984. Robert has a strong background in the financial services industry and is licensed in several states, including California, Colorado, Delaware, District of Columbia, Florida, Maryland, New York, and Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
08/01/2022 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
DC
09/24/2014 - 07/20/2022
RBC CAPITAL MARKETS, LLC (WASHINGTON DC)
DC
06/01/2009 - 10/03/2014
MORGAN STANLEY (WASHINGTON DC)
DC
04/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
02/29/1984 - 04/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
IA
Issued 07/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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