Unclaimed
Eoin Monahan is a financial advisor with Hennion & Walsh Asset Management, Inc. Eoin has been in the financial industry since 1993. Eoin has been registered with the firm since 2007 and previously worked at RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and GIBRALTAR SECURITIES CO. Eoin is licensed in 38 states and holds the Series 7, Series 63 and Series 65 licenses. Eoin specializes in investment advisory services for individuals, families, and small businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/23/2007 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NY
03/09/2002 - 03/10/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
01/29/1993 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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