Margaret Mcnamara Haverty
Professional Summary
Margaret Mcnamara Haverty, who also goes by Margaret Haverty, Margaret J Mcnamara, Margaret Joanne Mcnamara, was a registered financial advisor. Margaret was a previously registered financial professional and started their career in finance 2006 - 2012. Margaret had worked at 2 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Margaret Haverty, Margaret J Mcnamara, Margaret Joanne Mcnamara
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
STALWART CAPITAL, LLC
Contact Information
Established
New Jersey since 03/02/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVANS, DOUGLAS CRAIG | MANAGING MEMBER, CCO, CFO, FINOP | 2176863 |
| JALINSKI, ELISABETH ANN | MEMBER | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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