Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stone is a financial advisor with over 40 years of experience in the industry. David is currently registered with IHT Wealth Management LLC, an independent investment advisor firm. David is also registered with LPL Financial, a broker-dealer. He provides investment advisory services through IHT Wealth Management and works with a wide range of clients, including individuals, corporations, charitable organizations, and other investment advisors. David is a dedicated and experienced advisor who 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
05/26/2017 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
06/01/2009 - 05/30/2017
MORGAN STANLEY (CHICAGO IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
09/29/2006 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IL
06/20/1990 - 10/12/2006
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
10/24/1986 - 06/06/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
02/16/1982 - 10/30/1986
SHEARSON LEHMAN BROTHERS INC.
NA
03/27/1982 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
01/19/1980 - 03/02/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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