Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Kaplan is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Miriam has been in the financial services industry since 2010. Miriam is registered with the state of California. Miriam specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Miriam is also registered as an Investment Advisor Representative at Integrated Wealth Concepts LLC which is a Registered Investment Advisor (RIA) firm. Miriam is a partner at WINDES, a CPA firm, and is also a registered investment advisor with OVISTO WEALTH MANAGEMENT, a DBA for Integrated Wealth Concepts LLC.
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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CA
05/21/2024 - Present
Integrated Wealth Concepts LLC (ENCINO CA)
Active
Inactive
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