Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Marie Murphy is a registered representative with Morgan Stanley, based in San Francisco, California. Shawn has been in the industry since December 2010 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Shawn holds Series 7, 9, 10, 24, 63, and 65 licenses, and is registered in all 50 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
08/19/2022 - Present
Morgan Stanley (San Francisco CA)
NY
04/05/2011 - 06/18/2013
MORGAN STANLEY (PURCHASE NY)
NY
06/22/2009 - 09/22/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
08/12/1999 - 11/04/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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