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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Micheal McNamara is a financial advisor with over 30 years of experience in the industry. Joseph Micheal McNamara is currently registered with Morgan Stanley in Norwell, MA. Previously, Joseph Micheal McNamara was registered with UBS FINANCIAL SERVICES INC. in Wellesley, MA. Joseph Micheal McNamara has passed the Series 3, 7, 31, 63, and 65 exams. Joseph Micheal McNamara is also registered in multiple states including Massachusetts, Texas, and Alabama. Joseph Micheal McNamara's specializations include investment advisory services, financial planning, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
08/08/2022 - Present
Morgan Stanley (Norwell MA)
MA
06/08/2012 - 08/16/2022
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MA
06/01/2009 - 06/22/2012
MORGAN STANLEY SMITH BARNEY (WELLESLEY MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WELLESLEY MA)
MA
10/11/1992 - 04/02/2007
MORGAN STANLEY DW INC. (WELLESLEY MA)
IA
Issued 06/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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