Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sanchez is an investment advisor representative currently registered with IHT Wealth Management LLC, based in Chicago, Illinois. Sanchez holds Series 66, 7TO and SIE licenses. David provides administrative support to IHT Wealth Management LLC and also works with NexAnnuity. In addition to working with IHT Wealth Management LLC, David has worked with LPL Financial LLC and Nidy Sports Construction. David has been in the industry since August 2022.
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
04/27/2023 - Present
IHT Wealth Management LLC (Orlando FL)
BOTH
Issued 02/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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