Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher O'Day is a registered investment advisor representative with Integrated Wealth Concepts LLC, based in Woburn, MA. Christopher has been in the industry since March 2016 and has a strong background in financial services and accounting. Christopher's previous experience includes working as a Director of Marketing for LGA, LLP, a CPA and business advisors firm. Christopher holds an active license in Massachusetts and specializes in financial planning, pension consulting, and portfolio management.
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
11/21/2023 - Present
Integrated Wealth Concepts LLC (WOBURN MA)
Active
Inactive
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