Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Christina Murphy is a financial advisor with over 30 years of experience in the financial services industry. Stephanie is currently registered with Hightower Advisors, LLC in Kansas and Illinois. Stephanie has also held previous positions at PRIVATE CLIENT SERVICES, LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., PRUDENTIAL SECURITIES INCORPORATED, and PAINEWEBBER INCORPORATED. Stephanie is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Stephanie has a broad range of experience, including providing financial planning, portfolio management, and pension consulting services to a diverse client base. Stephanie specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
KS
09/12/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
06/01/2009 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
07/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA KS)
KS
02/09/2001 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
NY
06/28/1991 - 02/14/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/23/1990 - 07/03/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Murphy is the right advisor for you? Invested Better is here to help.
