Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D. Murphy is a financial advisor with Park Avenue Securities LLC. William has been in the financial services industry since 1994 and has a strong background in securities and investment advisory services. William is a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William is registered in 13 states and has held previous positions with Nathan & Lewis Securities, Inc., Mutual of Omaha Investor Services, Inc., and 1717 Capital Management Company.
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.
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
NY
03/15/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
DE
04/02/1998 - 10/06/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
04/30/1996 - 03/27/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
02/21/1995 - 09/06/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NE
10/13/1992 - 09/28/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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