Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Schulz is a financial advisor with IHT Wealth Management LLC, a firm that provides financial planning, investment management, and other advisory services. Debra has been in the financial services industry since 2003, and she has a wide range of experience working with individual clients, corporations, and institutions. Debra also worked with 1st Global Capital Corp. for more than ten years. Debra holds the Series 66, Series 7 and Series 31 securities licenses, and has been registered with the state of Illinois.
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
03/29/2019 - Present
IHT Wealth Management LLC (Elgin IL)
IL
02/01/2007 - 03/30/2017
1ST GLOBAL CAPITAL CORP. (ELGIN IL)
IL
10/16/2003 - 01/11/2007
MORGAN STANLEY DW INC. (GENEVA IL)
NY
01/29/2003 - 08/26/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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