Gerard Mcnamara
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gerard Mcnamara, who also goes by Gerard Michael Mcnamara, Jerry Mcnamara, was a registered financial professional .
Gerard is a previously registered financial professional and started their career in finance in 1985. Gerard had worked at 8 firms and has passed the Series 63, Series 7TO, Series 7 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 24, 2022 - September 25, 2025
ZEUS FINANCIAL, LLC
January 16, 2006 - October 13, 2008
UBS SECURITIES LLC
March 9, 1998 - January 16, 2006
UBS FINANCIAL SERVICES INC.
March 2, 1998 - May 14, 1998
RBC CAPITAL MARKETS, LLC
January 2, 1998 - March 2, 1998
DAIN RAUSCHER INCORPORATED
June 12, 1997 - January 2, 1998
RAUSCHER PIERCE REFSNES, INC.
August 19, 1996 - June 25, 1997
ALEX. BROWN & SONS INCORPORATED
April 23, 1985 - August 15, 1996
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/15/2023
General Securities Representative ExaminationCurrent Firm
ZEUS FINANCIAL, LLC
CRD#: 18192 / SEC#: , 8-36214
Contact information
FINRA licenses (30 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BUTKEVITS, LETICIA VERA | MEMBER | 6717105 |
| ORCHID BAY FINANCIAL HOLDINGS, LLC | MEMBER | |
| ACHILLE, RALPH | CCO | 5875142 |
| BUTKEVITS, VINCENT WILLIAM III | CEO | 1818987 |
| KUMAR, PARDEEP | MANAGING DIRECTOR | 5214503 |
| PISCATELLI, DAVID ANTHONY | COO | 4027320 |
| SHUMBERG, IVANA MARCELLA | FINOP/PFO | 3167225 |
| TROUSDALE, LAUREN NICOLE | FINOP/POO | 5622407 |
Red Flags
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