Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Loftice is an investment advisor representative with Montgomery Financial. Edward is licensed to provide investment advice in Maryland and Pennsylvania. Edward has been working in the financial services industry since 1997. Edward holds a Series 65 license. Edward is also an insurance agent with Loftice Financial Services, LLC and MFS Wealth LLC. Edward has a strong background in financial planning, pension consulting, and portfolio management.
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.
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.
Co-advisor fees
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MD
09/21/2022 - Present
Montgomery Financial (ELDERSBURG MD)
IA
Issued 01/03/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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