Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Loftus has been in the financial services industry since 1991 and is currently registered with Cetera Investment Advisers LLC. David is also a Registered Representative of Cetera Investment Services LLC. David holds multiple licenses, including Series 6, 7, 63 and 65 as well as the SIE exam, and has worked with various financial institutions throughout his career. David has a proven track record of providing financial advice to individuals, families and businesses. David’s expertise covers a range of financial planning needs, including retirement planning, college savings, investment management, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
KS
02/07/2025 - Present
Cetera Investment Advisers LLC (LENEXA KS)
KS
05/05/2000 - 12/15/2015
CUNA BROKERAGE SERVICES, INC. (LENEXA KS)
CT
11/10/1997 - 05/03/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
01/02/1991 - 12/16/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/02/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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