Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael MacNamara has over 25 years of experience in the financial industry, having held roles at various firms, including Morgan Stanley DW Inc. and Bateman Eicher, Hill Richards, Incorporated. Currently, Steven is registered with Interactive Brokers Corp. and is licensed to provide investment advice and brokerage services. Steven holds the Series 3, 7, 7TO, 63, and 65 licenses. Steven is registered in 53 states and the District of Columbia.
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
CT
01/16/2021 - Present
Interactive Brokers Corp. (GREENWICH CT)
NY
07/16/1996 - 05/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/28/1987 - 01/01/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/21/1986 - 10/27/1987
FEDERATION FOR FINANCIAL INDEPENDENCE
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2021
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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