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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Francis O'Loughlin is an investment advisor representative with over 30 years of experience in the financial services industry. Joseph works with clients to develop and implement comprehensive financial plans, including retirement planning, college savings, and estate planning. He also provides investment management services to individuals, families, and small businesses. Joseph is licensed to provide investment advice in many states and holds a Series 65 Investment Advisor license and a Series 7 General Securities Representative license. Joseph is affiliated with Integrated Wealth Concepts LLC, an independent investment advisory firm based in Waltham, MA. He also maintains an affiliation with LPL Financial, a large independent broker-dealer.
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
12/15/2017 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
02/22/2013 - 12/19/2017
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
09/14/2009 - 02/25/2013
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
08/21/2007 - 09/29/2009
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
10/30/2003 - 08/29/2007
BEAR, STEARNS & CO. INC. (BOSTON MA)
NY
09/04/1997 - 11/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
09/06/1994 - 09/09/1997
ADVEST, INC. (HARTFORD CT)
NY
11/19/1993 - 08/30/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
CT
10/29/1990 - 11/19/1993
ADVEST, INC. (HARTFORD CT)
NY
01/22/1986 - 11/15/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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