Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Peter Pappas is a financial advisor at IHT Wealth Management LLC. Daniel has been in the financial industry since 1999. Daniel is a Certified Financial Planner and is registered in Florida, California, Maryland, and Virginia. Daniel has worked with a variety of clients, including individuals, corporations, and charitable organizations. Daniel provides financial planning, pension consulting, and portfolio management services. Daniel is also registered to provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. Daniel is committed to providing personalized financial advice that meets the individual needs of each client.
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
FL
01/01/2025 - Present
IHT Wealth Management LLC (TAMPA FL)
TX
06/23/2003 - 07/26/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
FL
08/06/2002 - 06/23/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MD
12/14/1998 - 05/31/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 11/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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