Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Murphy is a financial advisor with Raymond James & Associates, Inc., She has been in the financial services industry for over 6 years. Samantha holds a Series 7, Series 57 and Series 63 licenses, and is also a registered Investment Advisor Representative in New Jersey, New York, and Utah. Samantha has a diverse background with previous experience at Barclays Capital Inc. Samantha's specialties include financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
06/07/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
08/23/2016 - 11/18/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 05/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
Series 57 - Securities Trader Exam
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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