Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph McNamara is a financial advisor with over 40 years of experience in the industry. James is currently registered with MML Investors Services, LLC in WALL TOWNSHIP, NJ and is a registered representative in California and New Jersey. James has previously worked with a number of firms including MSI Financial Services, INC., NEW ENGLAND SECURITIES, PMG SECURITIES CORPORATION, THE INVESTMENT CENTER, INC., FSC SECURITIES CORPORATION, AXA ADVISORS, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. James has a strong background in providing a variety of financial services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
02/18/2005 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NY
03/16/2004 - 01/21/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
01/09/2002 - 03/18/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NJ
05/25/2000 - 12/31/2001
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
GA
02/17/2000 - 05/16/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
10/15/1981 - 01/18/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/15/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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