Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quyen? Claim Your ProfileQuyen Leba is a financial advisor with Integrated Wealth Concepts LLC. Quyen has been in the industry since 2009 and is currently registered with the state of California. Quyen's experience includes working as a CPA and providing tax preparation and accounting services. Quyen is also a notary public.
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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CA
02/24/2022 - Present
Integrated Wealth Concepts LLC (LA JOLLA CA)
CA
08/25/2009 - 12/31/2010
H.D. VEST INVESTMENT SERVICES (CHULA VISTA CA)
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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