Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McNamee is a financial advisor at Raymond James & Associates, Inc. Michael has been in the financial services industry since 2013 and has a broad range of experience in providing investment advice and financial planning. Michael holds the Series 7, Series 31, and Series 66 licenses, along with the SIE designation. Michael is also a Certified Financial Planner. Michael is registered to provide investment advice in Connecticut, Florida, Massachusetts, Minnesota, New Jersey, New York, South Carolina, Texas, and Virginia.
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
TX
01/22/2021 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
NY
11/30/2017 - 01/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/24/2017 - 12/11/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/20/2013 - 05/02/2017
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
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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