Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Howard Etra is a financial advisor at IHT Wealth Management LLC, based in Chicago, IL. Paul has been in the financial services industry since August 4, 2002. Before joining IHT Wealth Management LLC, Paul was previously employed at Ameritas Investment Corp, Carillon Investments, Inc., MML Investors Services, Inc., Equity Services, Inc., and J.P.R. Capital Corp. Paul is registered to provide securities advice in Connecticut, District of Columbia, Florida, Massachusetts, New Jersey, and New York. Paul is also registered to provide investment advisory services in New Jersey and New York.
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
06/30/2006 - 05/16/2016
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
11/23/2004 - 06/30/2006
CARILLON INVESTMENTS, INC. (NEW YORK NY)
MA
06/01/2004 - 12/03/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
VT
10/17/2003 - 06/01/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
04/16/2001 - 06/27/2002
J.P.R. CAPITAL CORP. (SYOSSET NY)
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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