Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Loftus is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 30 years of experience in the industry. Mark has been registered as a financial advisor in several states, including Illinois, Texas, Arizona, California, and many others. Mark has earned several professional designations, including Certified Financial Planner. He is also registered as a principal with Raymond James Financial Services Advisors, Inc. Mark's main office is located in Downers Grove, Illinois, where he also has several other business affiliations including Loftus & Preusser Wealth Partners, Loftus Group LLC, and Independent Wealth Partners. Mark provides a range of services to individual investors and businesses including financial planning, portfolio management, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
10/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (Downers Grove IL)
IL
06/01/2009 - 10/22/2018
MORGAN STANLEY (OAK BROOK IL)
IL
05/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IL
10/28/1998 - 05/11/2009
WACHOVIA SECURITIES, LLC (ITASCA IL)
NY
10/23/1987 - 10/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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