Unclaimed
Jeffrey McNamara is a securities professional with over a decade of experience in the industry. Jeffrey has a strong background in investment banking and has held positions at both Lincoln International L.L.C. and Kroll Securities LLC. Jeffrey is currently registered with Kroll Securities LLC and is licensed to sell securities in 19 states. Jeffrey holds the Series 7TO, Series 79, and SIE licenses.
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
IL
03/07/2014 - Present
Kroll Securities LLC (CHICAGO IL)
IL
10/15/2010 - 02/10/2014
LINCOLN INTERNATIONAL L.L.C. (CHICAGO IL)
BC
Issued 11/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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