Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Marshall Hass is a financial advisor with over 30 years of experience in the industry. Peter is registered with IHT Wealth Management LLC and has a Series 7, Series 3, Series 63, and Series 65 licenses. Peter is also a Certified Financial Planner (CFP®). He is committed to helping individuals and families achieve their financial goals. Peter provides a wide range of financial services, including financial planning, investment management, and retirement planning. He has a strong track record of success and is committed to providing his clients with the highest level of service.
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
12/22/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
11/28/2008 - 11/30/2010
NRP FINANCIAL, INC. (NORTHBROOK IL)
IL
08/17/1993 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
03/28/1991 - 08/18/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/12/1989 - 04/17/1991
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
08/23/1984 - 12/21/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 10/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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