Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Piccolotti is a financial professional with over 30 years of experience in the industry. Lois is a Registered Principal with Geneos Wealth Management, Inc., and holds Series 7, 24, 53, and 63 licenses. Lois has a strong track record of providing comprehensive financial planning and investment management services to a diverse client base, including individuals, families, businesses, and charitable organizations. Prior to joining Geneos Wealth Management, Lois held positions at various financial firms, including CUSO Financial Services, L.P., First Security Investments, Inc., Josephthal & Co., Incorporated, H. Beck, Inc. and A. F. Best Securities, Inc. Lois is dedicated to helping clients achieve their financial goals through a personalized approach that emphasizes sound investment strategies, risk management, and ongoing communication.
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
CO
04/02/2007 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
04/22/2005 - 03/12/2007
CUSO FINANCIAL SERVICES, L.P. (GREENWOOD VILLAGE CO)
PA
10/24/1996 - 11/09/2004
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
PA
06/22/1989 - 03/28/1995
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NA
10/27/1988 - 06/10/1989
JOSEPHTHAL & CO., INCORPORATED
NA
03/09/1988 - 11/03/1988
H. BECK, INC.
NA
05/22/1986 - 03/26/1988
A. F. BEST SECURITIES, INC.
BC
Issued 06/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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