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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 Nemet is a financial advisor currently registered with Integrated Wealth Concepts LLC, a firm with offices in Waltham, MA and Hamden, CT. The firm is an independent investment advisor firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and other services. Thomas also provides investment advisory services under Integrated Wealth Concepts, LLC DBA Integrated Financial Partners. Thomas is experienced in providing services to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. In addition to being a registered investment advisor, Thomas is also an accountant and tax preparer. He is a Series 6, Series 63, and Series 65 licensed 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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CT
03/17/2021 - Present
Integrated Wealth Concepts LLC (HAMDEN CT)
MA
12/15/2016 - 12/23/2019
LPL FINANCIAL LLC (WALTHAM MA)
IN
01/20/2011 - 12/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
03/20/2001 - 11/14/2003
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 07/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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