Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McNamara is a financial professional with over 1 year of experience in the industry. William is currently registered with Evercore Group LLC and holds Series 63, Series 86, Series 87 and SIE licenses. William was previously registered with BTIG, LLC from January 19, 2023 to April 2, 2024. William is registered to provide securities related services in 37 states and is active in the Broker-Dealer (BC) space.
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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NY
04/08/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
01/19/2023 - 04/02/2024
BTIG, LLC (New York NY)
BC
Issued 03/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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