Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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