Company Information

Get to know Integrated Wealth Solutions of Raymond James

Integrated Wealth Solutions is an independent financial services practice located in Jackson, Mississippi. The firm's advisors are affiliated with Raymond James Financial Services, allowing them to provide a wide range of investment and financial planning services while maintaining their independence. They focus on building personalized, long-term relationships with individuals, families, and business owners, offering services that include investment management, retirement planning, estate planning, and insurance solutions. Their mission is to provide objective financial guidance and tailored strategies to help clients achieve their financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Integrated Wealth Solutions of Raymond James

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.