Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Murphy is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered with Simplicity Wealth. Robert has held previous positions with Simplicity Financial Investment Services, Inc., First Palladium, LLC, The Leaders Group, Inc., FUTURITY FIRST INVESTMENT SERVICES INC., Prudential Annuities Distributors, Inc, Touchstone Securities, Inc., and American Skandía Marketing, Inc.. Robert is a Series 6, Series 26, Series 63, and Series 65 licensed professional. Robert is also a volunteer with Honor Flight CT, Long Hill Fire Company No.1, and various outside insurance businesses.
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.
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.
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CT
03/12/2021 - Present
Simplicity Wealth (Glastonbury CT)
NJ
10/08/2019 - 10/19/2023
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
IN
04/12/2019 - 04/22/2019
FIRST PALLADIUM, LLC (FORT WAYNE IN)
CO
03/16/2017 - 12/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
05/28/2014 - 12/19/2016
FUTURITY FIRST INVESTMENT SERVICES INC. (Hartford CT)
CT
02/02/2012 - 11/08/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
10/28/2005 - 01/30/2012
TOUCHSTONE SECURITIES, INC. (NORWALK CT)
CT
06/28/1999 - 03/16/2005
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 04/25/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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