Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis McNamara is a financial advisor with over 13 years of experience in the financial services industry. Francis has held various roles in the industry, including positions at The Leaders Group, Inc., Foresters Financial Services, Inc., and Cohen & Steers Securities, LLC. Francis is currently a registered representative with LPL Financial LLC in West Roxbury, Massachusetts. Francis is licensed to sell securities in Alabama, Florida, Maine, Massachusetts, New Hampshire, and Texas.
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
MA
10/06/2021 - Present
LPL Financial LLC (WEST ROXBURY MA)
CO
03/13/2020 - 08/02/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
02/08/2016 - 12/04/2018
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NY
04/03/2013 - 01/11/2016
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
CO
12/11/2012 - 02/26/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
01/04/2010 - 07/19/2012
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
VA
02/15/2007 - 03/04/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
10/14/2005 - 01/25/2007
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
09/13/2005 - 10/10/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 11/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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