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 advisor with over 16 years of experience in the financial services industry. Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, a registered representative and investment advisor representative with LPL Financial LLC. Patrick's current registrations are active in Texas and Illinois. Previously, Patrick was a registered representative with Ameriprise Financial Services, Inc. Patrick is also a Certified Public Accountant and has experience in tax preparation, accounting and consulting.
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.
Consulting and other non-discretionary advisory services
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
IL
10/01/2015 - Present
LPL Financial LLC (HOMER GLEN IL)
IL
07/24/2006 - 09/17/2009
AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick McNamara is the right advisor for you? Invested Better is here to help.
