Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda McNamara is a financial professional with over 25 years of experience in the industry. She is currently registered with Goldman Sachs & Co. LLC and has previously worked at Keefe, Bruyette & Woods, Inc., TORC INVESTMENTS AND RESEARCH LLC, and Hermitage Capital Corporation. Amanda holds a variety of licenses and certifications, including the Series 7, 24, 27, 63, 86, 87, and SIE exams. Amanda has a strong track record of success in providing financial guidance and investment management services to a diverse clientele.
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.
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.
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.
Execution charges, custody, management fee
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2
NY
02/23/2015 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
08/20/2007 - 02/04/2015
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
06/08/2000 - 08/21/2007
TORC INVESTMENTS AND RESEARCH LLC (NEW YORK NY)
NY
05/19/1993 - 08/25/1998
HERMITAGE CAPITAL CORPORATION (NEW YORK NY)
BC
Issued 07/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2006
Series 14 - Compliance Officer Examination
BC
Issued 03/14/1997
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 12/16/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/29/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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