Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alona? Claim Your ProfileAlona Anspach is an investment advisor representative with over 35 years of experience in the financial services industry. She is currently registered with IHT Wealth Management LLC and is a Certified Financial Planner. Alona previously held positions at AXA Advisors, LLC, Walnut Street Securities, Inc., Princor Financial Services Corporation and Chubb Securities Corporation. Alona has a broad range of experience in providing financial planning and investment management services to individuals, families and businesses. She is committed to providing personalized advice and guidance to help her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
12/21/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
01/21/2003 - 06/23/2011
AXA ADVISORS, LLC (DEERFIELD IL)
CA
08/31/1998 - 01/13/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
01/04/1993 - 07/20/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
07/23/1986 - 12/31/1992
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 09/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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