linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pamela Ann Rodriguez

Integrated Wealth Concepts LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pamela? Claim Your Profile

About Pamela Ann Rodriguez

Pamela Rodriguez is a financial advisor with Integrated Wealth Concepts LLC. Pamela Rodriguez has been working in the financial services industry since 2004 and has a strong track record of helping her clients achieve their financial goals. Pamela Rodriguez is a Certified Financial Planner and a Chartered Financial Consultant and holds Series 6, 7, and 63 securities licenses. Pamela Rodriguez has experience providing financial planning services to individuals, businesses, and retirement plans.

Firm Information

Pamela Rodriguez is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pamela Rodriguez’s Registration & Firm History

CO

04/26/2019 - Present

Integrated Wealth Concepts LLC (GOLDEN CO)

VA

12/04/2014 - 11/16/2020

LPL FINANCIAL LLC (FAIRFAX VA)

MD

03/30/2004 - 12/18/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (CAMP SPRINGS MD)

Not sure if Pamela Ann Rodriguez is right for you?

Licenses & Designations

IA

Issued 08/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/29/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pamela Ann Rodriguez.
Not sure if Pamela Ann Rodriguez is right for you?