Unclaimed
Stephen Murphy is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been in the financial services industry since 2011 and is currently licensed to sell securities in New York and Texas. Stephen holds Series 63 and 65 licenses and has experience in various roles within the financial services industry. Stephen's background includes experience with Fidelity Brokerage Services LLC, Bank of America, N.A., and various other companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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NY
01/09/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRONXVILLE NY)
Active
Inactive
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