Integrated Financial Concepts
Claudia Andreula has extensive experience in various financial companies such as Integrated Financial Concepts, MassMutual Tri State, MetLife, Gitterman Wealth Management, and TD Waterhouse. Claudia has held positions ranging from Investment Operations Analyst to Assistant Manager. With a background in new business analysis and brokerage services, Claudia is skilled in financial data calculations, client inquiries, and compliance with FINRA requirements. Claudia is also experienced in training new associates, delegating tasks, and producing management statistics. Claudia has a solid foundation in computer skills and has received education from The Career Center and Tottenville High School.
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.