Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emil? Claim Your ProfileEmil Mokhtarian is a financial advisor with over 20 years of experience in the industry. Emil is registered with IHT Wealth Management LLC in Chicago, IL, and has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services LLC, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., LaSalle Financial Services, Inc., Edward Jones, and Olde Discount Corporation. Emil holds the Series 7, Series 52, Series 63, and Series 65 licenses, as well as the SIE certification. Emil is also a Certified Financial Planner.
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
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2
IL
04/07/2017 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
03/15/2013 - 04/05/2017
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
IL
10/23/2009 - 03/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
07/11/2001 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
MO
11/04/1999 - 07/10/2001
EDWARD JONES (ST. LOUIS MO)
MI
09/25/1998 - 11/17/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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