Unclaimed
Theresa Mcnamara Fletcher is a financial advisor at Icapital Markets LLC. Theresa is registered with FINRA and holds the Series 7, Series 79, Series 63 and SIE licenses. Theresa has been in the financial services industry since 2012. Before joining Icapital Markets LLC, Theresa worked at ICAPITAL SECURITIES, LLC and CREDIT SUISSE SECURITIES (USA) LLC. Theresa is currently registered in New York.
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
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
06/25/2019 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
NY
07/23/2012 - 08/07/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 12/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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