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Celeste Monaghan

18 Years of Experience
Moultonborough, NH
BrokerSells Insurance

Celeste Monaghan is a registered investment advisor, based in Moultonborough, NH, with 18 years of industry experience.

Location

949 Whittier Hwy, Suite B, Moultonborough, NH, 03254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Celeste is an advisory representative of a Registered Investment Advisor, dedicating about a quarter of her time to this role. She is also a notary public (minimal time) and an independent insurance agent for various companies (a few hours per week), and owns Monaghan Investment Resources LLC (full-time).

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2016 - Present · 9 yrs 9 mos
Cambridge Investment Research, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Investors Capital Advisory
June 2012 - August 2016 · 4 yrs 2 mos
Investors Capital CORP.Broker
March 2012 - August 2016 · 4 yrs 5 mos
Zelek & Associates
March 2009 - October 2021 · 12 yrs 7 mos
Zelek & Associates
March 2009 - December 2013 · 4 yrs 9 mos
Lincoln Financial Securities CorporationBroker
June 2007 - March 2012 · 4 yrs 9 mos
State Registrations16 states
CACOCTFLKSMAMENCNHNYOHPASCTNTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Celeste Monaghan - Financial Advisor | TrueAdvisor