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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Murphy is a registered investment advisor representative at Transamerica Retirement Advisors, LLC. Terry has been in the industry since September 1996. Terry is currently registered with 52 states and the District of Columbia. Terry's previous employment includes roles at Transamerica Financial Advisors, Inc. and U.S. Bancorp Investments, Inc. Terry has passed several industry exams including the Series 6, 7, 24, 26, 53 and 66 exams.
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.
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.
1
2
MN
01/05/2015 - Present
Transamerica Retirement Advisors, LLC (Lino Lakes MN)
MN
05/21/2008 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
07/19/1999 - 05/14/2008
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/03/1997 - 05/14/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
07/11/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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