Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reuben Nessim is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with IHT Wealth Management LLC and has held previous registrations with several other firms, including Ameritas Investment Corp., Cambridge Investment Research, Inc., and American Portfolios Financial Services, Inc. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. Daniel is committed to providing clients with personalized financial advice and helping them 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
07/12/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
NY
02/11/2009 - 06/02/2016
AMERITAS INVESTMENT CORP. (GREAT NECK NY)
NY
01/31/2008 - 03/05/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREAT NECK NY)
NY
05/22/2003 - 01/31/2008
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GREAT NECK NY)
NY
12/12/2002 - 05/22/2003
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
04/17/2002 - 12/31/2002
WISE PLANNING CORP. (HICKSVILLE NY)
MA
06/19/2001 - 04/09/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/16/1999 - 06/13/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
07/17/1990 - 08/25/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/17/1990 - 08/25/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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