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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Irene Monck (CRD# 5412961) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 16 years of experience in the finance industry.
John Morgan (CRD# 2030826) is an Investment Advisor Representative working at Mountain View Strategic Wealth, LLC in Hopewell Junction, NY and has over 12 years of experience in the finance industry.
Denise Morgantini (CRD# 2226577) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 6 years of experience in the finance industry.
Gerard Morra (CRD# 4553554) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 21 years of experience in the finance industry.
Jonathan Moulton (CRD# 4243044) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 23 years of experience in the finance industry.
Kevin Mulqueen (CRD# 1100523) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 39 years of experience in the finance industry. Kevin Mulqueen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Murphy (CRD# 1613634) is an Investment Advisor Representative working at Murphy Wealth Management Group in Fishkill, NY and has over 37 years of experience in the finance industry. Daniel Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Susan Murphy (CRD# 1096077) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 22 years of experience in the finance industry.
Thomas Murphy (CRD# 6232128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Paul Nathe (CRD# 2015831) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 34 years of experience in the finance industry.