Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Allen Lozier is a financial advisor at Money Concepts Capital Corp. based in PALM BEACH GARDENS, FL. Donald Allen Lozier has been in the financial industry for 8 years. Donald Allen Lozier is registered in Ohio and has passed the Series 63, 65, 7TO and SIE exams. The advisor provides financial planning, portfolio management for individuals and businesses, and general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
10/26/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 09/26/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Donald Lozier is the right advisor for you? Invested Better is here to help.
