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Ramona Maria Santos

Integrated Wealth Concepts LLC

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About Ramona Maria Santos

Ramona Santos is an investment advisor representative with Integrated Wealth Concepts LLC, a firm headquartered in Waltham, MA. Ramona is a registered investment advisor with the states of New Jersey, New York and Texas. Ramona specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Ramona is also a licensed insurance agent, and she provides investment advisory services through Integrated Wealth Concepts, LLC. The firm is separate from and independent of LPL Financial.

Firm Information

Ramona Santos is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ramona Santos’s Registration & Firm History

NJ

05/01/2019 - Present

Integrated Wealth Concepts LLC (MARLTON NJ)

NJ

04/20/2000 - 01/15/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (HAINESPORT NJ)

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Licenses & Designations

IA

Issued 09/29/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ramona Maria Santos.
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