Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Murphy is a financial professional with over 27 years of experience in the industry. He has been registered with the Securities and Exchange Commission since 1995 and is currently associated with Alliancebernstein LP. Walter has held previous positions at CREDIT SUISSE SECURITIES (USA) LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. He is a licensed investment advisor in Connecticut, Florida, New York, and Texas. Walter's areas of expertise include Asset Allocation, Financial Planning, and Portfolio Management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
11/30/2023 - Present
Alliancebernstein LP (Stamford CT)
NY
11/03/2000 - 12/19/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
09/08/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 09/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Murphy is the right advisor for you? Invested Better is here to help.
