Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Beaudoin is a financial advisor with over 20 years of experience in the industry. He provides investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. William specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. William is a registered investment advisor in Maine and Massachusetts. He also holds Series 6, 7, and 63 licenses as well as the Series 65. William is committed to providing his clients with personalized advice and helping 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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2
MA
10/31/2016 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
12/10/2003 - 10/13/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
IN
12/10/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
04/14/1994 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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