Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wiley is a financial advisor with over 20 years of experience in the industry. John is currently a Registered Representative with IHT Wealth Management LLC and has held this role since June 2021. Prior to that, John was a Registered Representative with Edward Jones for over 14 years. John has a Series 7, Series 63, and SIE licenses. John is also a registered Investment Advisor Representative with IHT Wealth Management LLC. John's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. John is committed to providing his clients with personalized advice and guidance to help them 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
WI
02/09/2024 - Present
IHT Wealth Management LLC (PLYMOUTH WI)
WI
06/04/2002 - 09/29/2016
EDWARD JONES (PLYMOUTH WI)
BC
Issued 06/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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