Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Diaz is a registered investment advisor representative with IHT Wealth Management LLC. Francisco has been in the industry since November 22, 2000. Francisco Diaz is also registered with the following states: Alabama, Florida, Indiana, and North Carolina. The advisor holds the Series 7, Series 31, Series 66 and SIE licenses. Prior to joining IHT Wealth Management LLC, Francisco Diaz worked at VALIC FINANCIAL ADVISORS, INC., THE VARIABLE ANNUITY MARKETING COMPANY and MORGAN STANLEY DW INC. Francisco Diaz provides investment advisory services through IHT Wealth Management, an independent investment advisor firm.
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
02/14/2019 - Present
IHT Wealth Management LLC (Tampa FL)
TX
12/20/2001 - 07/19/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/20/2001 - 01/16/2002
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
11/10/2000 - 12/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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