linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eileen Patricia Mahoney

NFP Retirement Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eileen? Claim Your Profile

About Eileen Patricia Mahoney

Eileen Patricia Mahoney is a Registered Investment Advisor Representative associated with NFP Retirement Inc., an investment firm specializing in retirement planning and wealth management solutions. Eileen has been in the industry for over 20 years and holds Series 63, 65 and 7 licenses, allowing her to provide a wide range of financial services.

Firm Information

Eileen Mahoney is currently registered with NFP Retirement Inc.. NFP Retirement Inc. is an investment advisor headquartered in Aliso Viejo, CA. With over 130 investment advisor representatives, NFP Retirement Inc. provides investment advisory services to a variety of clients, including individuals, businesses, and pension and profit-sharing plans. The firm has over $96 billion in regulatory assets under management. NFP Retirement Inc. offers financial planning, pension consulting, and portfolio management services. They also provide research reports on 401(k) plans and diligence on investment lineups.
NFP Retirement Inc.

120 VANTIS

ALISO VIEJO, CA 92656

$96.45B

Assets Under Management

30

Total Clients

126

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

research reports on 401(k) plans / diligence on investment lineups

Research reports on 401(k) plans / diligence on investment lineups

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eileen Mahoney’s Registration & Firm History

CA

11/28/2023 - Present

NFP Retirement Inc. (ALISO VIEJO CA)

MA

10/15/2002 - 04/02/2009

BLACKROCK INVESTMENTS, INC. (BOSTON MA)

NY

04/03/2000 - 05/18/2001

BLACKROCK INVESTMENTS, INC. (NEW YORK NY)

NY

07/24/1995 - 02/16/1999

PROVIDENT ADVISERS, INC. (NEW YORK NY)

NA

12/05/1994 - 07/24/1995

BFM ADVISORY, L.P.

NY

07/20/1992 - 07/01/1994

SALOMON BROTHERS INC. (NEW YORK NY)

Not sure if Eileen Patricia Mahoney is right for you?

Licenses & Designations

IA

Issued 11/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eileen Patricia Mahoney.
Not sure if Eileen Patricia Mahoney is right for you?