Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Curtis Lodsin is a registered representative with First Citizens Investor Services, Inc. Michael is currently registered in Connecticut. Michael has been in the industry since June 2006. Michael has also held positions with The Hartford, HARTFORD FUNDS DISTRIBUTORS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TIAA, First Citizens Bank, First Citizens Investor Services, and SVB Wealth LLC. Michael has passed the Series 65 exam.
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.
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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CT
10/31/2024 - Present
First Citizens Investor Services, Inc. (Thomaston CT)
Active
Inactive
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