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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Murray is an Investment Advisor Representative with Edelman Financial Engines. Steven Michael Murray has been in the financial services industry since July 1993 and has Series 63, Series 65 and SIE licenses. Steven Michael Murray has 3 previous employers, including Waddell & Reed, NYLIFE Distributors LLC, and NYLIFE Securities INC. Steven Michael Murray specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisors, educational seminars, and financial planning.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MA
03/16/2015 - Present
Edelman Financial Engines (Whitman MA)
MA
04/24/2013 - 02/24/2015
WADDELL & REED (WOBURN MA)
MA
06/15/2004 - 11/26/2012
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
NY
07/18/2000 - 06/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
06/15/1998 - 10/25/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
07/27/1993 - 04/21/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 09/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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