AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RM

Raymond J. Mcnamee

Some features on this profile are disabled
CRD#: 858298
RM

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.

Raymond Joseph Mcnamee, who also goes by Raymond J Mcnamee, was a registered financial professional .

Raymond is a previously registered financial professional and started their career in finance in 1978. Raymond had worked at 12 firms and has passed the Series 65, Series 63, Series 15, Series 5, Series 7, Series 1, Series 8, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raymond J Mcnamee

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 20, 1997 - May 8, 1998

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

February 21, 1996 - May 13, 1997

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

August 17, 1995 - January 21, 1996

FELTMAN & CO

BD
CRD#: 26543
ATLANTA, GA
Past

November 23, 1990 - December 9, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 12, 1985 - November 13, 1990

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 13, 1984 - January 6, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 28, 1983 - July 30, 1984

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

June 3, 1983 - September 17, 1983

STERN FINANCIAL SECURITIES, INC.

BD
CRD#: 13378
Past

July 5, 1982 - March 15, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

May 19, 1982 - June 1, 1982

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
Past

January 9, 1980 - October 28, 1981

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

October 23, 1978 - March 5, 1979

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

October 23, 1978 - March 5, 1979

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

October 23, 1978 - March 5, 1979

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/27/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 1/5/1989
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 11/19/1981
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/13/1978
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/8/1989
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SA
STERNE, AGEE & LEACH, INC.
STERNE AGEE & LEACH, INC. CAPITAL MANAGEMENT | STERNE, AGEE AND LEACH, INC. | STERNE, AGEE & LEACH, INC.

CRD#: 791 / SEC#: , 8-11754

BD
Terminated by SEC on 09/05/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1964
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTL FCSTONE INC.100% OWNER
TROUT, RONALD CAREYCHIEF COMPLIANCE OFFICER2947546

Disclosures


Regulatory Event48
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STERNE, AGEE & LEACH, INC.

CRD#: 791

TRUST BUT VERIFY

Monitor Raymond Mcnamee

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics