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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gonnella is an Investment Advisor Representative for Integrated Wealth Concepts LLC. Thomas has over 20 years of experience in the financial services industry. He is a registered Investment Advisor Representative in Colorado. His areas of expertise include financial planning, pension consulting, and selection of other advisors. Thomas is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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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CO
05/10/2023 - Present
Integrated Wealth Concepts LLC (DENVER CO)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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