IM
IM

Irene Monck

18 Years of Experience
Poughkeepsie, NY
BrokerSells Insurance

Irene Monck is a registered investment advisor, based in Poughkeepsie, NY, with 18 years of industry experience.

Location

11 Raymond Ave, Poughkeepsie, NY, 12603

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Irene is the president of the Poughkeepsie-Arlington Rotary Club, dedicating a few hours per week. She also works as a tax preparer and sells life insurance and annuities through B. Riley Wealth Insurance, dedicating minimal time to the insurance sales.

Employment History
Current Registrations
B. Riley Wealth Management
July 2022 - Present · 4 yrs
B. Riley Wealth ManagementBroker
July 2022 - Present · 4 yrs
B. Riley Wealth Advisors, INC.
May 2014 - Present · 12 yrs 2 mos
Previous Registrations
National Securities CorporationBroker
November 2013 - July 2022 · 8 yrs 8 mos
Asset & Financial Planning, LTD
February 2008 - May 2014 · 6 yrs 3 mos
Prime Capital Services, INC.Broker
October 2007 - November 2013 · 6 yrs 1 mo
State Registrations22 states
CACOCTDCDEFLIDMAMDMEMSNCNJNMNYPASCTNUTVAVTWA
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.
Irene Monck - Financial Advisor | TrueAdvisor