Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark P. Paquin is an investment advisor representative at Integrated Wealth Concepts LLC in Waltham, MA. Mark P. Paquin has been in the industry since 2014 and is registered with the state of Massachusetts. Integrated Wealth Concepts LLC is a firm with a total of 22706 clients and $13,503,410,000 in regulatory assets under management. Integrated Wealth Concepts LLC specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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
10/31/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
IA
Issued 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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