Eileen Mahoney (CRD# 1991963) is an Investment Advisor Representative working at Nfp Retirement Inc. in Little Silver, NJ and has over 31 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retiremen. Inc. | Aliso Viejo, CA | Jan 2022 - Current | 2 |
| Resources Investment Advisors, LLC | Overland Park, KS | Jan 2021 - Jan 2022 | 1 |
| Cafaro Greenleaf LLC | Red Bank, NJ | Jan 2017 - Jan 2021 | 4 |
| Greenleaf Advisors LLC | Red Bank, NJ | Jan 2017 - Jan 2021 | 4 |
| Habcore, Inc. | Red Bank, NJ | Jun 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CA
- NJ
-
Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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