Unclaimed
Jharid Pratt is a registered investment advisor representative with Integrated Wealth Concepts LLC. Jharid is licensed in New Hampshire and has been in the industry since January 2012. Jharid has a background in accounting and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Integrated Wealth Concepts LLC offers a range of financial planning and investment management services. The firm has approximately $13.5 billion in regulatory assets under management and has a history of providing investment advice to a wide range of clients. The firm is headquartered in Waltham, MA.
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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NH
07/03/2023 - Present
Integrated Wealth Concepts LLC (WINDHAM NH)
Active
Inactive
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