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Home > Financial Services > Stock Brokers > Integrated Financial Planning Services
Integrated Financial Planning Services
Integrated Financial Planning Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Integrated Financial Planning Services is registered to work in the United States and abroad. They became a registered Broker/Dealer, RIA and Member of the SIPC in June 1986. An indication of their success is that in only 17 years, they have grown to over 200 registered representatives.
They are represented in all major regions of the United States and throughout Europe; they also have some individuals working in the Middle East and Far East. The advantage of representation around the Globe is that no matter where clientele are located, they have representatives to serve them.
They have dealer's agreements with almost every major mutual fund group, a carefully selected group of direct participation programs, investment trusts, annuities, tax planning, and insurance planning companies.
They have a separate division for international insurance and investment products. They have an associated corporation in Great Britain, IFP Ltd, for financial planning throughout the United Kingdom. They can prepare your taxes or, in conjunction with their attorneys, prepare your trust for estate planning.
They can recommend several reputable companies to obtain the necessary materials for these courses. Be certain to secure a VA supplement to any Life license.
They are a conventional U.S. Broker/Dealer in that we have dealers agreements with all the major mutual fund companies, some carefully selected direct participation programs, some investment trusts, variable universal life and annuity companies, and other investment opportunities designed to comprehensively fill most financial planning needs.
Along with specialists and attorneys associated with their firm, they assist you with tax planning, retirement planning, and estate planning.
From an international perspective, their representatives can work with U.S. investments or foreign dominated investments, even to include group programs with disability income, health, life, and pension plans.
They have a separate corporate entity in Great Britain, IFP Limited, and an international benefits division for group and other specialized contractual arrangements throughout the world.
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