Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne McNamara is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Anne has been in the securities industry since 1991 and has a broad range of experience. Anne is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Anne specializes in portfolio management for individuals and businesses, and also provides financial planning and pension consulting services. Anne's previous experience includes positions with Chase Investment Services Corp., BNY Investment Center Inc., Essex National Securities, Inc., Liberty Securities Corporation, Fisco Equity, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Pruco Securities Corporation, and The Prudential Insurance Company of America.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/17/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/01/2012 - 04/30/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/29/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/07/1999 - 03/08/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
07/06/1994 - 11/02/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/16/1993 - 06/27/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
RI
05/26/1992 - 09/16/1993
FISCO EQUITY, INC. (LINCOLN RI)
MA
07/05/1991 - 03/25/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/05/1991 - 03/25/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
04/19/1991 - 06/11/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/19/1991 - 06/11/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 06/02/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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