Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert M. Murphy is a financial professional with over 20 years of experience in the financial services industry. Robert is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert is also a licensed investment advisor representative, holding a Series 65 license. Robert has held previous positions with UBS Services USA LLC, CSFBDIRECT, INC. and Prudential Investment Management Services LLC.
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
NJ
01/28/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
09/21/2006 - 05/13/2009
UBS SERVICES USA LLC (WEEHAWKEN NJ)
NY
07/26/2001 - 09/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
04/01/1999 - 05/16/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
NJ
09/22/1998 - 03/16/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NE
12/24/1997 - 07/17/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 08/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2005
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
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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