Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McNamara is a financial advisor with Corient. Andrew has over 8 years of experience in the financial services industry and holds the Series 6, 7, 63, and 66 licenses. Andrew is also a Certified Financial Planner. Andrew has worked for several firms including LPL Financial, Foresters Financial Services and First Investors Corporation. Andrew specializes in working with high net worth individuals, corporations, charitable organizations and pensions and profit sharing plans.
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.
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.
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.
% of assets under advisement
1
2
CA
09/15/2022 - Present
Corient (San Diego CA)
CA
04/18/2018 - 08/20/2020
LPL FINANCIAL LLC (CORONADO CA)
CA
10/02/2014 - 03/23/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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