Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Walsh is a financial advisor with over 30 years of experience in the industry. Constance has worked with a variety of firms, including FSC Securities Corporation, M.S. Howells & Co., and now with Integrated Wealth Concepts LLC, DBA Laurel Wealth Advisors. Constance has a strong background in financial planning, portfolio management, and pension consulting. Constance also has a background in divorce financial analysis. Constance is a Certified Financial Planner and a Certified Divorce Financial Analyst. Constance is licensed to sell fixed life and long-term care insurance products in California, Illinois, and New York. Constance is currently registered as an Investment Advisor Representative with Integrated Wealth Concepts LLC. Constance specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations, and pension and profit-sharing plans.
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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CA
02/01/2023 - Present
Integrated Wealth Concepts LLC (DEL MAR CA)
CA
11/14/2016 - 10/05/2021
M. S. HOWELLS & CO. (Solana Beach CA)
IL
05/08/1997 - 09/30/2016
FSC SECURITIES CORPORATION (LISLE IL)
NY
07/27/1992 - 04/10/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NA
06/12/1991 - 07/24/1992
RIDGEWOOD CAPITAL FUNDING, INC. (ONTARIO )
NA
03/09/1988 - 06/02/1989
MALLARD SECURITIES, INC.
NA
05/24/1985 - 08/27/1987
SMITH, VICARS & CO., INC.
NA
10/17/1983 - 03/14/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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