Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Hosty is a financial advisor in Chicago, IL with over 30 years of experience in the industry. She is currently registered with IHT Wealth Management LLC and has previously worked with a number of firms including J.P. Morgan Securities Inc. and Merrill Lynch. Kathleen is a Certified Financial Planner and holds Series 63, 66, 7 and SIE licenses. She specializes in providing financial planning services to individuals, businesses, and retirement plans. Kathleen is committed to helping clients reach 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
IL
03/29/2019 - Present
IHT Wealth Management LLC (Chicago IL)
IL
04/01/2013 - 03/30/2017
1ST GLOBAL CAPITAL CORP. (ELGIN IL)
IL
10/01/2008 - 01/27/2010
J.P. MORGAN SECURITIES INC. (MOUNT PROSPECT IL)
IL
02/04/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (LIBERTYVILLE IL)
IL
08/14/2007 - 12/06/2007
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
09/26/1978 - 01/05/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/05/1977 - 09/26/1978
WHITE, WELD & CO. INCORPORATED
BC
Issued 07/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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