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John Phillip Lozar

Cetera Advisor Networks LLC

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About John Phillip Lozar

John Lozar is a financial advisor with Cetera Advisor Networks LLC. John has been in the industry since 1986 and holds a Series 6, Series 63, and SIE license. John previously worked for Securian Financial Services, Inc. from December 1992 to August 2023, Reliastar Financial Marketing Corp. from October 1991 to December 1992, and Equico Securities, Inc. from January 1986 to September 1991.

Firm Information

John Lozar is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

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.

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.

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John Lozar’s Registration & Firm History

IN

08/10/2023 - Present

Cetera Advisor Networks LLC (MUNCIE IN)

IN

12/10/1992 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (MUNCIE IN)

WA

10/11/1991 - 12/15/1992

RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)

NY

01/29/1986 - 09/25/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

01/29/1986 - 09/25/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Phillip Lozar. Review regulatory record here.
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