Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lianne? Claim Your ProfileLianne Alyssa Castelli is a financial advisor with Integrated Wealth Concepts LLC, located in Waltham, MA. Lianne has been in the financial services industry since 2018. She has a Series 66, Series 7 and SIE license and holds a current registration in Massachusetts. Lianne's experience includes working for LPL Financial and Lincoln Financial Advisors. She is a registered investment advisor and offers financial planning, pension consulting and selection of other advisors.
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
05/31/2023 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
BOTH
Issued 07/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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