linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Maria Ursu roman

IHT Wealth Management LLC

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

About Maria Ursu roman

Maria Ursu roman is a financial advisor who has been in the industry since 2019. Maria has a Series 7TO, SIE and Series 66 license. She is registered as a Registered Representative and Investment Advisor Representative in Illinois. She currently works at IHT Wealth Management LLC in Chicago. She is also a Certified Financial Planner. Maria has worked at several other financial institutions, including LPL Financial, Symphony Financial, Prospect Equities, Wilbur Wright College, Vivify Services, Elite Cleaning, Chicago Training Center, and IHT Wealth Management LLC. She provides financial planning, portfolio management for businesses and individuals, and pension consulting.

Firm Information

Maria Ursu roman 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Maria Ursu roman’s Registration & Firm History

IL

02/10/2020 - Present

IHT Wealth Management LLC (CHICAGO IL)

Not sure if Maria Ursu roman is right for you?

Licenses & Designations

BOTH

Issued 12/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Ursu roman.
Not sure if Maria Ursu roman is right for you?