Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Carol Friedman is an investment advisor representative and has been in the financial services industry for over 40 years. Marilyn is currently registered with IHT Wealth Management LLC and LPL Financial. Marilyn has previously worked with other firms including Ameriprise Financial Services, Inc., Oppenheimer & Co. Inc., and Copeland Equities, Inc. Marilyn has also held a series 65 license since 1998, and a Series 7 and 63 since 1991. IHT Wealth Management provides financial planning services, portfolio management for businesses and individuals, and selection of other advisors. Marilyn is committed to providing personalized financial advice to help her clients 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
05/10/2018 - Present
IHT Wealth Management LLC (Skokie IL)
IL
03/25/2017 - 05/15/2018
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
05/01/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
06/03/2011 - 05/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
08/25/2008 - 06/07/2011
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
08/22/2008 - 09/10/2008
WUNDERLICH SECURITIES, INC. (CHICAGO IL)
IL
05/26/2004 - 08/25/2008
OPPENHEIMER & CO. INC. (CHICAGO IL)
NE
05/30/2001 - 05/26/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
01/24/1994 - 06/06/2001
G EQUITY INVESTMENT GROUP LTD. (ATLANTA GA)
NJ
04/18/1983 - 12/23/1993
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
03/18/1980 - 05/23/1983
INTANGIBLE MARKETING, INC.
IA
Issued 05/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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