Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andrew Murphy is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 2001. William Murphy is a registered representative in South Carolina and Texas and also holds an investment advisor representative registration in South Carolina. William Murphy's current employment is with Wells Fargo Clearing Services, LLC based in Greenville, SC. Prior to that, William Murphy was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and Wachovia Securities, Inc. William Murphy has passed the Series 63, 66 and 7 exams. William Murphy's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
1
2
SC
10/05/2024 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
SC
10/10/2003 - 03/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
MO
06/15/2002 - 10/07/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/14/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 09/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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