Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny? Claim Your ProfilePenny Gale Nasiatka is an Investment Advisor Representative and a Registered Representative at Integrated Wealth Concepts LLC. Penny has been in the financial industry since 1996. Penny holds Series 7, 24, 52TO, 53, 55, 57TO, 63, 65, and 99TO licenses. In addition to her work at Integrated Wealth Concepts LLC, Penny also provides investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. Penny is a specialist in retirement planning, estate planning, education planning, insurance, and other investment-related 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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2
MA
07/13/2021 - Present
Integrated Wealth Concepts LLC (SOUTHWICK MA)
CT
02/05/1996 - 07/31/2021
COBURN & MEREDITH, INC. (SIMSBURY CT)
IA
Issued 10/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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