Unclaimed
Paul Weaver is an investment advisor representative currently registered with Integrated Wealth Concepts LLC, a Registered Investment Advisor located in Waltham, Massachusetts. Paul's current registration status is "APPROVED" with the state of Maryland. He has been in the securities industry for approximately 5 years. Paul specializes in financial planning, pension consulting, and selection of other advisors. Paul Weaver is also registered with LPL Financial and has been associated with this broker-dealer since June 2017.
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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MD
04/25/2023 - Present
Integrated Wealth Concepts LLC (SEVERNA PARK MD)
BOTH
Issued 08/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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