Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Josef Staley is a financial advisor at IHT Wealth Management LLC, a firm with offices in Chicago and Queen Creek, Arizona. Scott has been in the financial services industry for over 20 years and holds Series 7 and 66 licenses. Scott has a strong track record of helping clients meet their financial goals, including retirement planning, college savings, and wealth management. Scott has been with IHT Wealth Management LLC since 2014. Prior to joining IHT Wealth Management LLC, Scott worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. Scott is committed to providing personalized service and developing a deep understanding of each client's unique needs. Scott works with a wide range of clients, including individuals, families, and businesses.
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
07/25/2016 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
10/23/2009 - 06/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SKOKIE IL)
IL
10/02/2003 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (SKOKIE IL)
BOTH
Issued 11/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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