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Maria T Ross

Integrated Wealth Concepts LLC

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About Maria T Ross

Maria Ross is a financial advisor with over 20 years of experience in the industry. Maria is currently registered with Integrated Wealth Concepts LLC, a firm with over 13.5 billion dollars under management. Prior to joining Integrated Wealth Concepts LLC, Maria worked for Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc.. Maria has a wide range of experience in providing financial planning, investment advice, and retirement planning services. Maria is committed to helping her clients achieve their financial goals.

Firm Information

Maria Ross is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maria Ross’s Registration & Firm History

VA

10/28/2016 - Present

Integrated Wealth Concepts LLC (CHESAPEAKE VA)

VA

05/23/2011 - 10/28/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (CHESAPEAKE VA)

VA

07/17/1998 - 05/26/2011

AMERIPRISE FINANCIAL SERVICES, INC. (CHESAPEAKE VA)

MN

07/17/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/21/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria T Ross.
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