Unclaimed
Michael McCord is a financial professional with over 25 years of experience in the financial services industry. Michael is currently a Registered Representative with IHT Wealth Management LLC. Michael offers investment advisory services through IHT Wealth Management, an independent investment advisor firm. Prior to joining IHT Wealth Management LLC, Michael was a Registered Representative with LPL Financial. Michael specializes in providing financial planning services to individuals, businesses and charitable organizations.
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
03/19/2019 - Present
IHT Wealth Management LLC (Land O'Lakes FL)
FL
10/23/1997 - 09/08/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
NY
09/30/1993 - 03/06/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
08/22/1991 - 06/26/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/22/1991 - 06/26/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 11/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McCord is the right advisor for you? Invested Better is here to help.