Unclaimed
Maureen Elizabeth McNamee is a registered representative with Oppenheimer & Co. Inc. Maureen has been in the financial services industry since 1981 and has a strong track record of success. She has been registered with Oppenheimer & Co. Inc. since 2003 and previously worked at CIBC WORLD MARKETS CORP. and LADENBURG, THALMANN & CO., INC.. Maureen specializes in a variety of financial products and services, including securities, investments, and financial planning. She is committed to providing her clients with personalized attention and a high level of service.
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.
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.
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.
1
2
NY
01/03/2003 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/06/1996 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/31/1983 - 12/31/1995
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
09/04/1981 - 04/18/1983
LEHMAN BROTHERS KUHN LOEB INCORPORATED
BC
Issued 03/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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