Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Murphy is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Stephen has been in the industry since 1992. Stephen is registered with the state of New York and has a Series 63, Series 7 and SIE license. Stephen has been a registered representative with Stifel, Nicolaus & Company, Incorporated since 2010 and has a Series 7 and SIE license. Stephen provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Investment consulting services to institutional 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.
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2
NY
07/28/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
08/06/2018 - 08/13/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GARDEN CITY NY)
NY
08/06/2010 - 11/09/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GARDEN CITY NY)
NY
10/07/2003 - 08/27/2010
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
05/01/1998 - 08/29/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/14/1992 - 06/06/1998
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
03/14/1989 - 12/12/1990
KIRLIN SECURITIES INC. (SYOSSET NY)
NA
09/20/1988 - 03/10/1989
INVESTORS CENTER, INC.
BC
Issued 10/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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