Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Parsell is an Investment Advisor Representative with Integrated Wealth Concepts LLC. Jeffrey has been in the industry since 2007 and has a background in accounting. Jeffrey provides financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Jeffrey also provides other financial advisory services such as selection of other advisors. Jeffrey is a Certified Public Accountant (CPA) and has a strong understanding of tax laws and regulations. Jeffrey is dedicated to helping clients achieve their financial goals.
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
02/02/2024 - Present
Integrated Wealth Concepts LLC (IRVINE CA)
Active
Inactive
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