Unclaimed
John Allen Rossitto is a financial advisor with over 35 years of experience in the financial services industry. John has been associated with IHT Wealth Management LLC since 2018 and holds Series 6, 7, 24, 63, and 65 licenses. John has also earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. John is registered to offer investment advisory services in Arizona, California, Delaware, District of Columbia, Florida, Idaho, Maryland, Missouri, Montana, Nevada, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. John specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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
07/21/2018 - Present
IHT Wealth Management LLC (CHICAGO IL)
WI
10/19/1987 - 03/17/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/19/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Rossitto is the right advisor for you? Invested Better is here to help.