Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark J. McGaunn is a financial advisor with Integrated Wealth Concepts LLC, a firm based in Waltham, MA. Mark has been working in the financial industry for over 20 years. Mark holds a Series 65 and Series 66 license. Mark is a CERTIFIED FINANCIAL PLANNER™ and a PERSONAL FINANCIAL SPECIALIST®. Mark helps individuals, businesses and high net worth individuals with financial planning and investment management.
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.
1
2
MA
02/17/2017 - Present
Integrated Wealth Concepts LLC (NEEDHAM HEIGHTS MA)
BOTH
Issued 01/25/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark McGaunn is the right advisor for you? Invested Better is here to help.
