Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Jardim is an Investment Advisor Representative associated with Integrated Wealth Concepts LLC, registered with the state of Massachusetts. Rosa Jardim's primary business address is located at 128 UNION STREET, SUITE 201 in NEW BEDFORD, MA. Rosa Jardim's professional experience includes time at JARDIM & MAROTTA LLC, a CPA practice in NEW BEDFORD, MA and Integrated Wealth Concepts LLC in WALTHAM, MA. Rosa Jardim is also registered with the state of Massachusetts as an Investment Advisor Representative.
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
10/02/2023 - Present
Integrated Wealth Concepts LLC (NEW BEDFORD MA)
Active
Inactive
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