Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Rosenberg is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Sheldon has been in the financial services industry since 1987. Sheldon has a strong background in accounting and has experience in financial planning, pension consulting, and portfolio management. Sheldon is 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.
1
2
MA
03/19/2024 - Present
Integrated Wealth Concepts LLC (WELLESLEY MA)
Active
Inactive
Not sure Sheldon Rosenberg is the right advisor for you? Invested Better is here to help.
