Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward McNamee is a financial advisor with Raymond James & Associates, Inc. Michael has been in the securities industry since 1983 and has held previous positions with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Gruntal & Co., L.L.C., Glickenhaus & Co. - New Jersey, Liss Tenner & Goldberg Securities Corporation, Liss, Tenner & Goldberg, Inc., and Dean Witter Reynolds Inc. Michael is registered with FINRA and the state of New Jersey. Michael is a Series 7, Series 9, Series 10, Series 31, and Series 63 and Series 65 licensed advisor. Michael specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
09/29/2021 - Present
Raymond James & Associates, Inc. (PARAMUS NJ)
NJ
08/27/2010 - 10/14/2021
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NY
06/01/2009 - 09/14/2010
MORGAN STANLEY SMITH BARNEY (PEARL RIVER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEARL RIVER NY)
NY
05/13/1999 - 04/02/2007
MORGAN STANLEY DW INC. (PEARL RIVER NY)
NY
07/02/1987 - 05/24/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
12/26/1986 - 06/24/1987
GLICKENHAUS & CO. - NEW JERSEY
NA
12/28/1983 - 12/26/1986
LISS TENNER & GOLDBERG SECURITIES CORPORATION
NA
12/05/1983 - 12/28/1983
LISS, TENNER & GOLDBERG, INC.
NA
02/24/1983 - 09/16/1983
DEAN WITTER REYNOLDS INC.
IA
Issued 05/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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