Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sudkin is an investment advisor representative with Integrated Wealth Concepts LLC in Waltham, MA. Jonathan has been in the financial services industry since 1998 and has experience in providing investment advisory services. Jonathan is registered to provide investment advice in 17 states and is also a registered representative of LPL Financial. Jonathan provides investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.
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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2
MA
01/17/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
01/02/2015 - 10/14/2016
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
06/05/2006 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
MA
11/09/1999 - 06/21/2006
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
WI
03/20/1998 - 11/08/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/20/1998 - 11/08/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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