Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam L. McNamara is a financial professional with over 8 years of experience in the securities industry. William holds a Series 63, Series 22, and SIE license, and is registered in Massachusetts, New Hampshire, New York, Pennsylvania, and Vermont. William is currently employed with DAI Securities, LLC, a firm that specializes in providing investment services to clients. Prior to joining DAI Securities, William was employed with CONCORDE INVESTMENT SERVICES, LLC.
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.
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2
MA
01/08/2020 - Present
DAI Securities, LLC (Hingham MA)
MA
10/30/2015 - 12/31/2019
CONCORDE INVESTMENT SERVICES, LLC (HINGHAM MA)
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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