Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Greulich is an Investment Advisor Representative associated with Integrated Wealth Concepts LLC, a firm based in Waltham, MA. Robert Greulich holds a Series 65 license and is registered with the state of New Jersey. Robert Greulich is also a Certified Public Accountant (CPA) and has been associated with Hoogstra Greulich PC, a firm based in Montville, NJ, since 2014.
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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NJ
01/06/2023 - Present
Integrated Wealth Concepts LLC (MONTVILLE NJ)
IA
Issued 12/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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