Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Koenig is a financial advisor in Mount Laurel, NJ. Paul Koenig is registered with 18 states including California, Texas, and Florida. Paul Koenig has been a financial advisor since February 11, 2007. Paul Koenig is a Registered Representative of LPL Financial and an Investment Advisor Representative of Integrated Wealth Concepts LLC. Paul Koenig has a total of 18 years of experience in the financial industry. The firm has approximately 13.5 billion dollars of regulatory assets under management. Integrated Wealth Concepts LLC is a Registered Investment Advisor and is separate and independent of LPL Financial. The firm is headquartered in Waltham, MA. Integrated Wealth Concepts LLC specializes in providing financial planning services to individuals, families, and businesses. Paul Koenig is dedicated to helping his clients achieve 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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NJ
05/04/2018 - Present
Integrated Wealth Concepts LLC (Mount Laurel NJ)
NJ
09/02/2011 - 11/05/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (MOUNT LAUREL NJ)
NJ
02/12/2007 - 09/19/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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