Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shania? Claim Your ProfileShania Mulley is an Investment Advisor Representative associated with Integrated Wealth Concepts LLC, located in Waltham, MA. Shania has been working in the financial services industry since August 2021. Shania has a Series 66 and Series 7TO license. Shania specializes in providing financial planning, pension consulting, and selection of other advisors for both individuals and businesses.
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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NH
02/26/2024 - Present
Integrated Wealth Concepts LLC (PORTSMOUTH NH)
NH
11/09/2022 - 03/06/2024
AMERIPRISE FINANCIAL SERVICES, LLC (PORTSMOUTH NH)
BOTH
Issued 03/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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