Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Weiss is a financial advisor with IHT Wealth Management LLC in Chicago, Illinois. Ian has been in the financial industry for over 18 years and has a strong background in investment management. Ian holds Series 6, 7, 63 and 66 licenses. Ian specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Ian is committed to helping clients achieve their financial goals.
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
NC
11/15/2023 - Present
IHT Wealth Management LLC (Winston Salem NC)
NC
05/31/2019 - 12/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON SALEM NC)
PA
06/23/2005 - 10/08/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
03/06/1997 - 04/09/1997
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ian Weiss is the right advisor for you? Invested Better is here to help.
