Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen McNamara is a financial advisor registered with Raymond James & Associates, Inc. and has been in the industry since July 1998. Carmen has over 20 years of experience working with clients to achieve their financial goals, and has held licenses for both securities and investment advisory services. She is a registered representative in the state of Michigan and has obtained various industry certifications, including Series 3, 7, 8, 10, 63, and 65. Previous to Raymond James, Carmen worked at Morgan Stanley and Citigroup Global Markets Inc. Carmen's experience includes working with individuals, corporations, and institutions to develop and implement financial plans that are tailored to their specific needs.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
03/19/2018 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
06/01/2009 - 03/19/2018
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
07/21/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2008
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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