Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan DeWitt is a financial advisor with IHT Wealth Management LLC. Ryan has been in the financial services industry since 2015 and is registered to provide investment advice in Florida, Kansas, and North Carolina. Ryan holds the Series 6, 7, 63, and 65 licenses. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and is dedicated to helping individuals and families reach their financial goals. Ryan DeWitt is committed to providing personalized financial advice and working with clients to develop a plan that meets their unique needs.
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
05/25/2022 - Present
IHT Wealth Management LLC (TAMPA FL)
FL
04/13/2015 - 05/20/2022
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
BC
Issued 11/02/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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