Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Keith Kellar is a financial advisor at IHT Wealth Management LLC, with an office in Chicago, Illinois. Steven is a Certified Financial Planner, and has been working in the financial services industry since December 1992. Steven is registered with the state of Illinois and Indiana, and holds FINRA Series 6, 7, 22, 63, and SIE securities licenses. Steven has been associated with LPL Financial, LLC since May 2021. The firm is a registered investment advisor, and offers a variety of investment advisory services to individuals, businesses, and institutions.
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
12/21/2020 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
04/07/2004 - 09/22/2009
MML INVESTORS SERVICES, INC. (CHICAGO IL)
MA
01/27/2000 - 12/31/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/18/1998 - 11/13/2000
STRATEGIC ASSETS INC. (MELVILLE NY)
NY
02/22/1997 - 06/04/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
07/19/1996 - 01/23/1997
MONY SECURITIES CORP. (NEW YORK NY)
IN
06/16/1993 - 10/11/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/16/1993 - 10/11/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/09/1989 - 06/10/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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