Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Chiofolo is a financial advisor with over 30 years of experience in the industry. Loretta is registered with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Prior to Osaic, Loretta worked at Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Kidder, Peabody & Co. Incorporated. Loretta has a broad range of experience serving high-net-worth individuals, families, and institutions. Loretta holds a variety of licenses and certifications including the Series 7, Series 63, and Series 65 exams, and is also a Certified Financial Planner.
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.
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2
CO
01/01/2025 - Present
Osaic Wealth, Inc. (DENVER CO)
CO
03/19/2010 - 06/27/2017
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
CO
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
10/12/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
11/22/1983 - 10/17/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 09/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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