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 an experienced financial advisor with over 40 years in the industry. Patrick has a strong track record of providing financial advice and portfolio management services to a variety of clients, including high-net-worth individuals, businesses, and pension plans. Patrick currently works for M Holdings Securities, Inc., a firm with a strong focus on financial planning and portfolio management. Patrick is registered with FINRA and is licensed to provide financial advice in 36 states.
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.
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
MI
05/30/2000 - Present
M Holdings Securities, Inc. (ANN ARBOR MI)
MA
02/09/1995 - 05/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
01/22/1994 - 12/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/10/1991 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/27/1993 - 12/31/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
02/27/1975 - 01/19/1989
INA SECURITY CORPORATION
NA
09/01/1972 - 11/11/1974
ALEXANDER HAMILTON FINANCIAL INC.
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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