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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Joseph Smith is a financial advisor registered in the state of Massachusetts since March 8, 2004. Ronald Joseph Smith has been active in the financial industry since February 27, 1997. Ronald Joseph Smith works with Integrated Wealth Concepts LLC. Ronald Joseph Smith also has previous experience working for other firms such as Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, 1717 Capital Management Company and Intersecurities, Inc.. Integrated Wealth Concepts LLC is a financial advisor firm registered in the state of Massachusetts. Integrated Wealth Concepts LLC offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals. Integrated Wealth Concepts LLC also offers advisory services for business clients.
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
05/04/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
03/08/2004 - 10/12/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
03/08/2004 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WALTHAM MA)
DE
07/29/1997 - 03/12/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
FL
02/11/1997 - 07/11/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 03/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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