Unclaimed
Denzil Dias is an investment advisor representative with IHT Wealth Management LLC. Denzil has been in the industry since 2002 and has a strong track record of success. Denzil is a Series 7 and Series 66 licensed professional and is also registered in multiple states.
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
02/23/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
NY
06/30/2006 - 05/16/2016
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
02/06/2004 - 06/30/2006
CARILLON INVESTMENTS, INC. (NEW YORK NY)
MN
08/05/2002 - 01/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/05/2002 - 01/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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