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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McNamara is a financial advisor with Cambridge Investment Research Advisors, Inc. Stephen has been in the financial industry since January 29, 1996. Stephen specializes in financial planning, portfolio management, and retirement planning. Stephen has a variety of certifications, including Series 6, Series 7, Series 26, Series 63, and Series 65. Stephen also has experience working with individual investors, small businesses, and retirement plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
04/26/2021 - Present
Cambridge Investment Research Advisors, Inc. (York PA)
PA
11/26/2007 - 04/29/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (YORK PA)
IN
08/17/2005 - 11/29/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NJ
01/23/1994 - 08/05/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 05/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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