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Johnny Cordeiro is a Registered Representative with Integrated Wealth Concepts LLC. Johnny has been in the industry since July of 2008, and is a licensed professional in Massachusetts. The individual is a Certified Public Accountant, specializing in providing financial planning, pension consulting, and selection of other advisers. The individual's office is located at 1140 STATE ROAD in Westport, MA. Johnny is also a Principal at Fernandes & Charest P.C. in Westport, 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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MA
10/09/2024 - Present
Integrated Wealth Concepts LLC (WESTPORT MA)
Active
Inactive
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