Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Dilisio is a financial advisor with Integrated Wealth Concepts LLC. Chad is licensed to provide financial advice in Connecticut, Florida, Massachusetts, Michigan, New Hampshire and South Carolina. Chad has a Series 66 and Series 7TO license. Chad has been in the industry since 2020.
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.
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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MA
05/13/2021 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
RI
01/03/2020 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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