Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Flynn McNamara is a financial advisor registered with LPL Financial LLC and has been in the industry since October 16, 2004. Brendan has worked with Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Brendan specializes in providing financial planning, consulting and other non-discretionary advisory services to individuals, businesses, and investment clubs. Brendan holds Series 7, Series 63 and Series 66 licenses and has earned the SIE designation. Brendan is currently registered with the state of Texas and California as an investment advisor representative.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/28/2023 - Present
LPL Financial LLC (ENCINITAS CA)
CA
07/31/2013 - 06/29/2023
AMERIPRISE FINANCIAL SERVICES, LLC (San Diego CA)
CA
03/03/2011 - 07/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
CA
10/08/2004 - 03/11/2011
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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