Unclaimed
Noel Conor McNamara is a financial professional with over 20 years of experience in the industry. Noel is currently registered with RBC Capital Markets, LLC in San Francisco, CA. Noel has a strong background in investment management and financial planning, and has a deep understanding of the needs of both individual and institutional investors. Noel previously worked at Deloitte & Touche Corporate Finance LLC in Chicago, IL, where Noel gained valuable experience in the financial services industry. Noel holds several professional licenses and designations, including the Series 7, Series 7TO, Series 63 and Series 87. Noel is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/01/2022 - Present
RBC Capital Markets, LLC (SAN FRANCISCO CA)
IL
12/11/2002 - 09/29/2003
DELOITTE & TOUCHE CORPORATE FINANCE LLC (CHICAGO IL)
BC
Issued 05/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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