Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Lojewski is a financial professional with over 25 years of experience in the financial services industry. Francis is currently registered with M Holdings Securities, Inc., and has held previous registrations with Nationwide Securities, LLC, 1717 Capital Management Company, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Francis provides financial planning and portfolio management services for individuals and businesses. Francis specializes in investment management, retirement planning, college savings, and estate planning.
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.
1
2
OR
12/16/2013 - Present
M Holdings Securities, Inc. (PORTLAND OR)
PA
08/01/2008 - 11/01/2010
NATIONWIDE SECURITIES, LLC (RADNOR PA)
PA
12/04/1997 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RADNOR PA)
MA
03/25/1994 - 12/21/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/25/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
PA
04/30/1993 - 04/05/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 08/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Francis Lojewski is the right advisor for you? Invested Better is here to help.
