Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane lea? Claim Your ProfileShane lea Sharon Murphy is a financial advisor with LPL Financial LLC. Shane lea Sharon Murphy has been in the financial services industry since September 4, 1999. Shane lea Sharon Murphy is registered with the state of Massachusetts. Shane lea Sharon Murphy has worked with State Street Global Markets, LLC, UVEST Financial Services Group, INC., Fidelity Brokerage Services LLC, National Financial Services LLC, IXIS Asset Management Distributors, L.P., MetLife Securities INC., Metropolitan Life Insurance Company, New England Securities, Walnut Street Securities, INC., and Fidelity Brokerage Services 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.
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.
Consulting and other non-discretionary advisory services
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
SC
11/20/2015 - Present
LPL Financial LLC (FORT MILL SC)
MA
03/10/2014 - 11/21/2014
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
02/04/2010 - 01/28/2014
LPL FINANCIAL LLC (BOSTON MA)
NC
04/14/2010 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
08/13/2008 - 01/25/2010
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
11/13/2007 - 07/01/2008
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
09/09/2005 - 05/23/2006
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
11/09/2004 - 09/12/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/09/2004 - 09/12/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/09/2004 - 09/12/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
11/09/2004 - 09/12/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
RI
11/27/1996 - 10/19/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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