Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Rouman is a financial advisor with IHT Wealth Management LLC in Edina, Minnesota. He is also registered with the state of Minnesota. Samuel has over 25 years of experience in the financial services industry, working with clients from all walks of life. He is a Certified Financial Planner and a Chartered Financial Consultant, and he is passionate about helping clients achieve their financial goals. Samuel's previous employers include ING America Equities, Inc., Washington Square Securities, Inc., U.S. Bancorp Investments, Inc., Hartford Equity Sales Company Inc., and The Equitable Life Assurance Society of the United States.
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
MN
01/26/2024 - Present
IHT Wealth Management LLC (Edina MN)
PA
12/21/2001 - 09/24/2002
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CT
08/11/1998 - 12/21/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
07/08/1996 - 07/17/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CT
05/06/1993 - 07/15/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
11/25/1985 - 11/13/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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