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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Louis Cohen is an investment advisor representative with IHT Wealth Management LLC and has been in the industry since 1989. David has a wealth of experience, working with clients in various states, including Illinois, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Oregon, South Carolina and Wyoming. David has a proven track record in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. David is committed to providing personalized investment advice and working with each client to develop a comprehensive financial plan that meets their individual needs and goals. In addition to his role at IHT Wealth Management LLC, David is also involved in several other business ventures, including real estate rentals and serving on the board of directors for a non-profit organization. David is a highly respected and experienced financial advisor who is dedicated to helping his 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
01/06/2024 - Present
IHT Wealth Management LLC (CHICAGO IL)
SC
01/25/2010 - 03/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
SC
08/14/2000 - 01/29/2010
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
NY
08/22/1989 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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