Unclaimed
Judith Felicia Chimenti is a financial advisor who has been working in the industry since 1981. Judith currently works with Integrated Wealth Concepts LLC. Judith is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Massachusetts, New Hampshire, and South Carolina. Judith is registered as a Registered Investment Advisor (IA) in New Hampshire. Judith specializes in providing financial advice to individuals and families, businesses, and retirement plans. Judith offers a variety of services, including financial planning, investment management, and pension consulting.
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
NH
10/28/2016 - Present
Integrated Wealth Concepts LLC (North Hampton NH)
NH
07/02/2015 - 11/05/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (NORTH HAMPTON NH)
MA
05/28/2004 - 07/07/2015
LPL FINANCIAL LLC (WALTHAM MA)
CT
08/30/1993 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
04/30/1981 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 09/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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