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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nishan? Claim Your ProfileNishan Mootafian is a financial advisor who has been in the industry since 1992. Nishan is currently registered with Integrated Wealth Concepts LLC in Massachusetts and Texas. Nishan is also a Registered Investment Advisor (RIA) and provides investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. Prior to joining Integrated Wealth Concepts LLC, Nishan was a registered representative with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Nishan holds Series 6, 7, 63, and 65 licenses. Nishan's specializations include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Nishan is committed to providing personalized financial advice and helping clients reach their financial goals.
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
05/04/2018 - Present
Integrated Wealth Concepts LLC (Lynnfield MA)
MA
12/06/2003 - 11/04/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (PEABODY MA)
IN
12/06/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/11/1997 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
06/11/1992 - 02/18/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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