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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kennedy Ulwick is an investment advisor representative with Integrated Wealth Concepts LLC. John is also registered as an investment advisor representative with Integrated Financial Partners. John has over 30 years of experience in the financial services industry. John is a Certified Financial Planner and has a Series 7, Series 24, Series 4, Series 53, Series 63 and Series 65 license. John specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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
10/17/2016 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
05/30/2008 - 10/12/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
06/16/1989 - 04/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
06/16/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/22/1987 - 07/12/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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