Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Murphy is a financial advisor currently registered with Charles Schwab & CO., Inc. Sean has been in the industry since 2004 and holds the Series 66, Series 7, and SIE licenses. Sean has previously held registrations with USAA FINANCIAL ADVISORS, INC., CHASE INVESTMENT SERVICES CORP., and WELLS FARGO INVESTMENTS, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
03/18/2011 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/20/2010 - 02/18/2011
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
AZ
07/23/2004 - 07/09/2010
WELLS FARGO INVESTMENTS, LLC (SUN CITY WEST AZ)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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