Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Housel is a financial advisor with IHT Wealth Management LLC, based in Chicago, IL. Lauren has been in the financial services industry since 2000 and has a strong track record of helping clients reach their financial goals. Lauren has a wide range of experience in investment management, financial planning, and retirement planning. Lauren is committed to providing her clients with personalized service and is dedicated to helping 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
IL
09/03/2019 - Present
IHT Wealth Management LLC (CHICAGO IL)
FL
02/22/2013 - 08/30/2019
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
02/13/2013 - 03/08/2013
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
10/31/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
FL
09/05/2006 - 11/04/2008
WACHOVIA SECURITIES, LLC (TAMPA FL)
MI
02/22/2005 - 02/02/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
03/02/2000 - 03/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
12/07/1999 - 02/22/2000
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 04/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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