Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Swift McNamara is a financial advisor at Cbre Capital Advisors, Inc. based in New York, NY. He has over 7 years of experience in the industry and has passed the Series 3, 7, 24 and 63 exams. Bernard previously worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and is currently registered with FINRA and the state of New York.
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.
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.
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2
NY
10/05/2018 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
06/10/2011 - 07/16/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 3 - National Commodity Futures Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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