linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Joseph Losty

D.a. Davidson & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Joseph Losty

Edward Losty is a financial advisor with over 30 years of experience in the industry, currently working at D.a. Davidson & Co. Edward began his career in the financial services sector with Wheat, First Securities, Inc. in 1990. Edward has also worked for Ryan, Beck & Co., Crestar Securities Corporation, Janney Montgomery Scott LLC, and MUFSON HOWE HUNTER & PARTNERS LLC. Edward holds the Series 7, Series 63, SIE and Series 79TO licenses. Edward provides services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Edward Losty is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Losty’s Registration & Firm History

CA

05/09/2016 - Present

D.a. Davidson & Co. (IRVINE CA)

PA

05/25/2012 - 05/06/2016

MUFSON HOWE HUNTER & PARTNERS LLC (PHILADELPHIA PA)

PA

04/27/1995 - 05/04/2012

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

VA

11/08/1993 - 05/10/1995

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

NJ

11/29/1991 - 03/09/1993

RYAN, BECK & CO. (FLORHAM PARK NJ)

NC

06/21/1990 - 08/19/1991

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

Not sure if Edward Joseph Losty is right for you?

Licenses & Designations

BC

Issued 05/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edward Joseph Losty.
Not sure if Edward Joseph Losty is right for you?