Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Nafziger is a registered investment advisor representative at IHT Wealth Management LLC. Perry has over 20 years of experience in the financial services industry. Perry has worked with a number of firms in the past, including LPL Financial LLC, Kovack Securities Inc., and Archer Alexander Securities Corporation. Perry is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Perry has a variety of experience working with high-net-worth individuals, corporations, 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
IL
01/09/2019 - Present
IHT Wealth Management LLC (CHICAGO IL)
FL
04/21/2006 - 11/30/2022
LPL FINANCIAL LLC (LAND O LAKES FL)
FL
08/20/2004 - 04/21/2006
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
MO
01/02/2004 - 08/20/2004
ARCHER ALEXANDER SECURITIES CORPORATION (KANSAS CITY MO)
IA
12/18/2003 - 01/05/2004
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
MO
04/16/2003 - 12/18/2003
ARCHER ALEXANDER SECURITIES CORPORATION (KANSAS CITY MO)
FL
08/08/2002 - 04/21/2003
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
05/21/2002 - 08/02/2002
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
02/27/2001 - 05/22/2002
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
CA
04/10/2000 - 07/14/2000
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
03/31/2000 - 04/10/2000
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
BOTH
Issued 08/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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