Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Austin Berger is a registered investment advisor with Integrated Wealth Concepts LLC. Rex is a Series 65 licensed professional with experience in the financial services industry. Rex holds a license in Florida and Massachusetts and offers investment advisory services. Rex's experience spans various organizations including The Colony Group, LLC, Merrill Lynch, State Street Bank & Trust, and Northeastern University. Rex specializes in various advisory areas including financial planning, pension consulting, and portfolio management. Rex's firm offers a variety of investment advisory services including financial planning, pension consulting, and selection of other advisors.
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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MA
10/08/2024 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
IA
Issued 09/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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