Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Garbarino has been in the financial services industry since 2002 and currently works as a registered representative for IHT Wealth Management LLC. Susan is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with FINRA since 2009. Susan also has experience as a Registered Investment Advisor with Mueller Financial Services. Susan holds Series 6, 7, 63, and 66 licenses, and the Securities Industry Essentials Examination.
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
03/29/2019 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
08/01/2007 - 03/30/2017
1ST GLOBAL CAPITAL CORP. (ELGIN IL)
FL
10/18/2002 - 06/27/2007
STATE FARM VP MANAGEMENT CORP. (BRADENTON FL)
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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