Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dionne is a financial advisor at Integrated Wealth Concepts LLC. Michael has been in the financial industry since 1984 and is registered with the state of Massachusetts. Michael's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.
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
MA
10/04/2016 - Present
Integrated Wealth Concepts LLC (Rockland MA)
MA
12/01/2015 - 10/10/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Hingham MA)
MA
07/13/2011 - 12/02/2015
INVESTMENT PROFESSIONALS, INC. (QUINCY MA)
MA
07/23/2001 - 07/08/2011
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
MA
08/21/1989 - 07/16/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/06/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/25/1988 - 08/14/1989
FIDELITY EQUITY SERVICES CORPORATION
NA
04/06/1984 - 08/02/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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