Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun R Murphy is an active Registered Representative with Concourse Financial Group Securities, Inc. and holds a Series 7, Series 24, Series 63 and SIE license. Shaun has been in the industry since July 1993. Shaun specializes in 1, 2, 3, 4, 5, and 6. Shaun was previously registered with Investors Capital Corp. in Lexington, Massachusetts, CCO Investment Services Corp. in Johnston, Rhode Island, FIS Securities, Inc. in Boston, Massachusetts and 440 Financial Distributors, Inc. in Portland, Maine.
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.
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
MA
08/08/2016 - Present
Concourse Financial Group Securities, Inc. (LEXINGTON MA)
MA
09/13/2005 - 07/27/2016
INVESTORS CAPITAL CORP. (LEXINGTON MA)
RI
01/26/2000 - 09/02/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
01/02/1996 - 01/27/2000
FIS SECURITIES, INC. (BOSTON MA)
ME
06/20/1994 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
NA
08/13/1991 - 08/14/1992
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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