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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony William Francis is an investment advisor representative with IHT Wealth Management LLC. Michael is a registered investment advisor in the state of Florida. Michael has been in the industry since November 2017 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Ameritrade, Inc. Michael has a Series 7, Series 63, Series 66, and SIE license. Michael specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. IHT Wealth Management LLC is a financial advisory firm that specializes in providing wealth management services to individuals, families, and businesses. The firm has over 142 registered representatives and provides services such as financial planning, portfolio management, and retirement planning. IHT Wealth Management LLC is committed to providing its clients with personalized and comprehensive financial advice.
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
FL
01/01/2025 - Present
IHT Wealth Management LLC (JUPITER FL)
FL
01/23/2020 - 07/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
FL
11/15/2017 - 01/31/2020
TD AMERITRADE, INC. (JUPITER FL)
BOTH
Issued 07/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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