Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Considine is a financial advisor with Integrated Wealth Concepts LLC based in Waltham, MA. Patrick holds the Series 7TO, Series 66, and SIE exams. Patrick has been registered with FINRA since April 2022.
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
01/03/2023 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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