Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Loftus is a financial advisor with Cetera Investment Services LLC in SAN DIEGO, CA. David has been in the financial industry since August 2024. David has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). David is licensed to provide financial advice in California.
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.
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.
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CA
08/29/2024 - Present
Cetera Investment Services LLC (SAN DIEGO CA)
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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