Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Thomas Feldheim is a financial advisor with over 20 years of experience in the financial services industry. Timothy is currently registered with IHT Wealth Management LLC in Illinois and Florida, as well as with LPL Financial. Timothy also provides investment advisory services through IHT Wealth Management. Timothy holds a Series 7, Series 24, Series 31, and Series 66 license. Timothy specializes in providing financial planning, investment advisory, and portfolio management services to individuals and families. Timothy is a dedicated professional committed to helping clients achieve their financial goals.
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 (Northbrook IL)
IL
03/29/2004 - 10/25/2007
EDWARD JONES (OAK PARK IL)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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