James Mooney

• Active 3d ago

Bio: Hello Everyone! Excited to be here and continue learning how to serve my clients better and build up my practice.

Hauppauge NY • INFJ

• Active 91d ago

Bio: Dedicated to helping women find freedom by listening, educating and empowering them.

• Active 281d ago

Bio: CFP®, EA, CDAA™, CLTC, runner, triathlete, dog lover, currently learning Italian and AI.

• Active 9h ago

Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"

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@james-mooney-4094

Advisor with 23 years experience. Enjoy unique strategies, tactical and hedged offerings. In my downtime I enjoy working out, hiking and travel.

Active 246d ago

Joined May 6, 2023