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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 with Fidelity Personal And Workplace Advisors based in Boston, Massachusetts. Stephen has been in the financial industry since 2011. Stephen has a wide range of experience in financial services and holds multiple licenses and registrations, including Series 66, Series 10, Series 9, and Series 7. Stephen specializes in providing financial advice to high-net-worth individuals, businesses, and pension plans. In addition to portfolio management, Stephen also provides financial planning and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
07/29/2011 - 08/29/2012
WELLS FARGO ADVISORS, LLC (DENTON TX)
BOTH
Issued 12/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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