Unclaimed
Sean Patrick Murphy is a financial advisor registered with Truist Advisory Services, Inc. Sean has been working in the financial services industry since 2004. Sean has a Series 6, Series 63 and Series 65 licenses. Sean is also registered with the state of Florida as a Registered Investment Advisor. Sean is currently based in Ft. Lauderdale, FL where he works for Truist Advisory Services, Inc. Sean has been a financial advisor at this firm since 2016. Prior to Truist Advisory Services, Inc., Sean worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
11/22/2016 - Present
Truist Advisory Services, Inc. (FT. LAUDERDALE FL)
FL
10/01/2012 - 08/28/2013
J.P. MORGAN SECURITIES LLC (NAPLES FL)
FL
01/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NAPLES FL)
MA
09/16/2004 - 11/16/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/16/2004 - 11/16/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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