Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gaffney is a financial advisor with IHT Wealth Management LLC, a registered investment advisor with a focus on serving individuals, families, and businesses. Brian has been in the financial services industry since 2004 and holds a Series 6, Series 7, and Series 66 license. Brian has experience working with clients in a variety of financial situations, including retirement planning, college savings, estate planning, and wealth management. Brian is committed to providing personalized financial advice and 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
06/09/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
MA
08/22/2007 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLAND MA)
MA
06/16/2005 - 08/28/2007
A. G. EDWARDS & SONS, INC. (NORWELL MA)
MA
07/27/2004 - 07/11/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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