Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yussef? Claim Your ProfileYussef Gheriani is a registered investment advisor representative with IHT Wealth Management LLC, a firm headquartered in Chicago, Illinois. Yussef's professional experience includes work with LPL Financial LLC and Shard Financial. Yussef holds the Series 66, Series 7 and SIE licenses and is registered to provide investment advice in Illinois.
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
10/08/2019 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
10/15/2015 - 09/12/2023
LPL FINANCIAL LLC (CHICAGO IL)
BOTH
Issued 01/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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