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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Malphurs is an investment advisor representative registered with Edward Jones. Roy Malphurs has been working in the financial industry for over 30 years, and is currently registered in Florida with Series 6, 7, and 66 licenses. Roy Malphurs also holds the SIE license. Roy Malphurs is a seasoned financial professional who can help individuals and families achieve their financial goals. Roy Malphurs provides comprehensive financial planning services including retirement planning, college savings, and estate planning. Roy Malphurs works at the Edward Jones branch office in Titusville, Florida.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
10/03/2024 - Present
Edward Jones (TITUSVILLE FL)
IN
10/01/1997 - 11/14/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IN
06/30/1994 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
03/11/1992 - 05/25/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/1992 - 05/25/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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