Integrated Financial Concepts
At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn’t just about numbers, it’s about keeping promises to our clients and each other. We are proud to be part of the National Life Tradition. Many companies offer living benefits, not all can say they built their business on carrying out those promises. Our success is based on our long history of social responsibility, strong leadership, investments, and innovative products and services. When it comes to preparing your financial security, you need a professional company that will provide you with an educated course to follow - an organization that will offer excellent service and help guide you to your financial goals. We are that guide. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc, a Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701,(848) 200-7149. Integrated Financial Concepts is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC123087(0921)P.
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Verified contacts
37
available on Kipplo
LinkedIn employees
77
51 to 200 range
Open roles
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no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- CM
Christopher Marino
Director of Operations · Operations
EmailPhone - JS
Joseph Scotti
Managing Director · General Business & Management
EmailPhone - RG
Robin Greenberg
Practice Manager · Operations
EmailPhone - CC
Chris Curran
Financial Services Professional · Finance & Accounting
EmailPhone - CA
Claudia Andreula
Investment Operations Analyst · Operations
EmailPhone - CP
Corey Palazzolo
Financial Representative · Sales & Business Development
EmailPhone - DS
David Steinberg
Financial Professional · Finance & Accounting
EmailPhone - DO
Denis Okeefe
Financial Services Professional · Finance & Accounting
EmailPhone - KW
Kevin W. Mulligan
Financial Services Representative · Customer/Client Service
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Integrated Financial Concepts
17 distinct titles indexed · top 10 shown.
- 6financial representative
- 4financial advisor
- 4financial services professional
- 4financial services representative
- 2financial professional
- 1',
- 1co-founder of integrated financial concepts
- 1director of operations
- 1director of talent acquisition
- 1financial administrative assisant
- +7more titles
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