Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derick? Claim Your ProfileDerick Walters is a financial advisor with over 17 years of experience in the financial services industry. Derick is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 66 and Series 7 licenses. Derick is registered with IHT Wealth Management LLC and is also registered in Arkansas, Kansas, Missouri and Texas. Derick previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Derick has been with IHT Wealth Management LLC since 2017. Derick has a strong track record of helping clients reach their financial goals. Derick provides financial planning, portfolio management, and other advisory services to individual clients and businesses. Derick's main office is located in Chicago, 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
10/13/2017 - Present
IHT Wealth Management LLC (CHICAGO IL)
KS
07/07/2004 - 08/28/2012
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
07/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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