Unclaimed
Patrick McNamara is a financial professional with over 25 years of experience in the financial services industry. Patrick is currently registered with Northern Lights Distributors, LLC and has held previous positions at firms such as Legg Mason Investor Services, LLC, MBSC Securities Corporation, and Credit Suisse Asset Management Securities, Inc. Patrick has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 1993 and the Securities Industry Essentials Examination (SIE) in 2018.
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.
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.
1
2
NE
07/14/2014 - Present
Northern Lights Distributors, LLC (ELKHORN NE)
NY
01/09/2008 - 05/24/2012
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
11/28/2006 - 10/30/2007
MBSC SECURITIES CORPORATION (UNIONDALE NY)
NY
11/03/1997 - 11/22/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
12/22/1993 - 10/10/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 11/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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