Unclaimed
Dominic Allan Nadeau is a registered investment advisor representative with IHT Wealth Management LLC, a firm based in Chicago, Illinois. Dominic has been in the financial services industry since 1988 and has a broad range of experience. Dominic Allan Nadeau holds Series 6, 63, and 65 licenses and has been registered with FINRA and the SEC.
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
06/15/2022 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
03/25/2017 - 11/10/2017
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
04/25/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
WI
05/02/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
NA
09/15/1988 - 04/25/1990
UR FINANCIAL, INC.
IA
Issued 08/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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