Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McNamara is a financial professional with over 20 years of experience in the financial services industry. Patrick has a strong background in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Patrick has held previous roles with Morgan Stanley and Goldman Sachs, where Patrick gained valuable experience in wealth management. Patrick is currently a Registered Investment Advisor with Claro Advisors, LLC, a firm that provides comprehensive financial advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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2
MA
11/21/2019 - Present
Claro Advisors, LLC (BOSTON MA)
MA
06/01/2009 - 11/08/2019
MORGAN STANLEY (Norwell MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORWELL MA)
MA
10/30/2000 - 04/02/2007
MORGAN STANLEY DW INC. (NORWELL MA)
NY
04/23/1998 - 03/10/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
RI
11/21/1995 - 03/26/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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