Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest Paul Carrera is an investment advisor representative (IAR) with IHT Wealth Management LLC. Ernest has been working in the financial industry since 1996 and has experience in various financial roles. Ernest is registered as a broker-dealer and an investment advisor representative in multiple states including Florida, Alabama, Colorado, North Carolina, Ohio and Tennessee. Ernest has a strong track record in providing financial advice to individuals, corporations, and charitable organizations. Ernest has experience with a variety of investment products and services, including securities, mutual funds, variable annuities, and life insurance. Ernest is also a pilot and has interests in real estate and entrepreneurship.
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
FL
02/05/2020 - Present
IHT Wealth Management LLC (TAMPA FL)
FL
10/27/2009 - 07/10/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
10/27/2009 - 12/22/2009
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
07/12/2002 - 10/15/2009
COLONIAL BROKERAGE, INC. (TAMPA FL)
NY
05/05/1997 - 07/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
11/29/1996 - 04/25/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
09/19/1994 - 12/31/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
01/28/1994 - 08/09/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/28/1994 - 08/09/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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