Unclaimed
Dennis McNamara is a financial advisor with over 40 years of experience in the industry. Dennis is currently registered with Janney Montgomery Scott LLC, where he has been with the firm since March 2010. Prior to that, Dennis was with PNC Investments from 2004 to 2010 and before that, J.J.B. Hilliard, W.L. Lyons, Inc., and Parker/Hunter Incorporated. Dennis holds multiple licenses, including Series 63, Series 65, Series 7, Series 8, and Series 9 & 10. Dennis has a wide range of experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/25/2013 - Present
Janney Montgomery Scott LLC (CANNONSBURG PA)
PA
01/01/2004 - 03/26/2010
PNC INVESTMENTS (SOUTHPOINTE PA)
KY
05/04/2001 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
10/28/1980 - 05/07/2001
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 01/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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