Best Investors Account Sign in
Inactive

Susan M Ahern-Wiercinski

Integrated Wealth Concepts LLC

Waltham, MA

Claim This Profile
Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-11-29
  • MA RA
    APPROVED
    Since 2016-11-29

Branch Locations

200 5Th Ave Suite 4010, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Waltham MA 07/2015 11/2016
Lpl Financial Llc Waltham MA 11/2016 Present
Integrated Wealth Concepts Llc Waltham MA 11/2016 Present
  • 07/2015 → 11/2016
    Lincoln Financial Advisors Corporation
    Waltham, MA
  • 11/2016 → Present
    Lpl Financial Llc
    Waltham, MA
  • 11/2016 → Present
    Waltham, MA
Previous Registrations
  • 2015-07-16 → 2016-12-07
    Osaic Fa, Inc.
    Waltham, MA
Other Businesses

1. 11/25/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WALTHAM, MA 2. 11/25/2016 - SUSAN AHERN-WIERCINSKI/ NON-VARIABLE INSURANCE/ 10%/ WALTHAM, MA 3. 12/2/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 4. 12/2/2016 - Integrated Wealth Concepts - Investment Related - At Repoted Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend approximately 100% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 4/21/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/1/2021 - 1 Hours Per Month/1 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-21
S63 Uniform Securities Agent State Law Examination 1982-12-01
  • S65 Uniform Investment Adviser Law Examination
    2015-10-21
  • S63 Uniform Securities Agent State Law Examination
    1982-12-01
Designations
Other Names
  • Susan Ahern
  • Susan Marie Ahern
  • Susan Ahern Wierlinski
  • Susan Ahern-Wiercinski
  • Susan Ahern Wiercinski

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor