Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Saganey is a financial advisor at Integrated Wealth Concepts LLC. Paul has been in the financial industry since 1987 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and has held numerous licenses and certifications throughout Paul's career. Paul is committed to helping clients achieve their financial goals by providing them with comprehensive financial planning, investment management, and retirement planning services.
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
05/04/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
12/09/2003 - 09/21/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
CT
12/09/2003 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (GLASTONBURY CT)
MA
11/08/1996 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
PA
02/07/1994 - 10/25/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
05/26/1989 - 01/19/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NE
12/08/1986 - 05/17/1989
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
MN
04/14/1989 - 05/08/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/14/1989 - 05/08/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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