Invested Better
Unclaimed

Unclaimed

Unclaimed

Marc Charles Harary

IHT Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marc? Claim Your Profile

About Marc Charles Harary

Marc Harary is a financial professional with over 20 years of experience in the industry. Marc has been registered with the Securities and Exchange Commission since 2002. Marc holds the Series 66, 7 and SIE licenses. Marc currently works with IHT Wealth Management LLC, providing financial advice and services. Marc has previously worked at a number of other financial institutions, including Ameritas Investment Corp., MetLife Securities Inc., and AXA Advisors, LLC. Marc has a strong track record of success in helping clients achieve their financial goals. Marc is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.

Firm Information

Marc Harary is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marc Harary’s Registration & Firm History

IL

02/23/2021 - Present

IHT Wealth Management LLC (CHICAGO IL)

NY

03/07/2011 - 05/24/2016

AMERITAS INVESTMENT CORP. (NEW YORK NY)

NY

12/10/2002 - 02/11/2011

METLIFE SECURITIES INC. (NEW YORK NY)

NY

12/10/2002 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

03/01/2002 - 10/24/2002

AXA ADVISORS, LLC (NEW YORK NY)

NY

08/17/2001 - 02/04/2002

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

Not sure if Marc Charles Harary is right for you?

Licenses & Designations

BOTH

Issued 03/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Marc Charles Harary. Review regulatory record here.
Not sure if Marc Charles Harary is right for you?