Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Menkes has been a registered investment advisor for over 30 years. Ira is currently registered with B. Riley Wealth Advisors, Inc. and has been in the industry since 1992. Ira has a variety of experience in the industry, including working with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dominick & Dominick LLC. Ira holds multiple industry licenses including Series 31, Series 7, Series 63 and Series 66.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
07/28/2022 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
06/29/2011 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
06/01/2009 - 06/23/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/18/1992 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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