Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barret? Claim Your ProfileBarret Roosa has been in the financial services industry since 2000. He has extensive experience in providing investment advice and financial planning services. Barret is a registered representative of IHT Wealth Management LLC, an independent investment advisor firm. He previously worked for Ameriprise Financial Services, LLC and Edward Jones. Barret is committed to helping 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
08/11/2022 - Present
IHT Wealth Management LLC (CHICAGO IL)
FL
06/25/2021 - 08/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Tampa FL)
FL
03/08/2018 - 06/29/2021
EDWARD JONES (TARPON SPRINGS FL)
NC
10/01/2000 - 03/12/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
07/23/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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