Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Loftus has been in the financial services industry since 1996. Michael is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. He also owns LOFTUS FINANCIAL, LLC. Michael's prior experience includes positions at REGULUS ADVISORS, LLC, WOODBURY FINANCIAL SERVICES, INC., OGILVIE SECURITY ADVISORS CORPORATION, and NYLIFE SECURITIES INC. Michael is licensed in Arizona and Colorado and holds the Series 6, Series 63, Series 65, and SIE licenses.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (Phoenix AZ)
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 08/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
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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