Unclaimed
Gerard McNamara is a financial advisor with Zeus Financial, LLC in Great Neck, New York. Gerard has been in the industry since March 5, 1999 and has experience with UBS Securities LLC and UBS Financial Services Inc. among others. Gerard is registered to offer securities in New York.
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.
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.
1
2
NY
08/24/2022 - Present
Zeus Financial, LLC (Great Neck NY)
NY
01/16/2006 - 10/13/2008
UBS SECURITIES LLC (NEW YORK NY)
NJ
03/09/1998 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/02/1998 - 05/14/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
06/12/1997 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
08/19/1996 - 06/25/1997
ALEX. BROWN & SONS INCORPORATED
NY
04/23/1985 - 08/15/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gerard McNamara is the right advisor for you? Invested Better is here to help.