Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell McNamara is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors and has been in the industry since January 29, 1991. Russell is registered with the following securities authorities: Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE. Russell has a total of 45 years of experience in the securities industry. Russell McNamara has previously been employed by Charles Schwab & Co., Inc., Griffin Financial Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Calvert Securities Corporation.
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.
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.
1
2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BRIELLE NJ)
TX
11/20/1995 - 08/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
10/11/1995 - 11/08/1995
GRIFFIN FINANCIAL SERVICES
NY
12/03/1991 - 10/03/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
03/19/1990 - 07/08/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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