Bio
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Brian Mcnamara is a seasoned investment professional with expertise in mutual funds, portfolio management, and financial services. He holds a Chartered Financial Analyst (CFA) designation and Series 7, 63, 65, 6 licenses, providing him with a strong foundation in investments and financial markets.
Credentials
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Chartered Financial Analyst
CFA InstituteJan, 2015- Apr, 2026 -
Series 7, 63, 65, 6
FINRA
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Industry Focus. “Investment Banking”
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