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Fiona McNamara

Fnex Capital, LLC

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About Fiona McNamara

Fiona McNamara is a registered representative with Fnex Capital, LLC. Fiona is licensed to sell securities in 12 states. Fiona has been in the financial services industry for over 2 years. Fiona holds the Series 63, Series 7TO and SIE licenses. Fiona has previously worked for F/M DISTRIBUTORS, LLC and FORESIDE FINANCIAL SERVICES, LLC.

Firm Information

Fiona McNamara is currently registered with Fnex Capital, LLC. Fnex Capital, LLC is a Limited Liability Company formed in June 2012. It is registered in all 50 states and the District of Columbia and has received SEC registration approval.

Not reported

Assets Under Management

Not reported

Total Clients

87

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Fiona McNamara’s Registration & Firm History

MA

06/06/2024 - Present

Fnex Capital, LLC (Boston MA)

MA

06/05/2023 - 06/05/2024

F/M DISTRIBUTORS, LLC (Boston MA)

MA

02/09/2023 - 06/05/2023

FORESIDE FINANCIAL SERVICES, LLC (Boston MA)

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Licenses & Designations

BC

Issued 04/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fiona McNamara.
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