Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loftus is an investment advisor representative with Osaic Wealth, Inc. Michael has been in the industry since 1996. Michael has experience with a variety of firms including Regulus Advisors, LLC, Woodbury Financial Services, Inc., Ogilvie Security Advisors Corporation, and NYLife Securities Inc. Michael is registered in Arizona and Colorado. Michael specializes in investment advice and portfolio management for individuals, businesses, and pension plans. Michael is also a board member of the Camelback Kiwanis Memorial Fund.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (HOLBROOK NY)
AZ
01/20/2014 - 10/03/2017
REGULUS ADVISORS, LLC (PHOENIX AZ)
AZ
06/01/2005 - 12/17/2013
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
IL
05/18/1998 - 05/31/2005
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NY
11/16/1995 - 05/27/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 8/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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