Unclaimed
Jeremy Cory McNamara is a registered representative and investment advisor representative with Pimco Investments LLC. Jeremy has been in the securities industry since March 5, 2010. Jeremy has passed the Series 7, Series 63, Series 66, and SIE exams. Jeremy is registered in California, Connecticut, Florida, New Jersey, New York, Pennsylvania, and Texas. Jeremy was previously registered with Fidelity Brokerage Services LLC in Covington, KY.
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.
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2
TX
10/01/2014 - Present
Pimco Investments LLC (Austin TX)
KY
02/26/2010 - 09/18/2014
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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