Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lotko is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC and holds Series 6 and 63 licenses. Michael has previously worked with Principal Securities, Inc., Transamerica Financial Resources, Inc. and Parsons Insurance. Michael is a Registered Representative and Investment Advisor Representative. Michael is also a Vice President of Sales at Parsons and Van De Voost Insurance Agency Inc. Michael provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Michael serves individual clients, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Michael's experience and expertise can help you achieve your financial goals.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (ELYRIA OH)
OH
12/03/1993 - 11/29/2016
PRINCIPAL SECURITIES, INC. (ELYRIA OH)
CA
07/29/1991 - 12/03/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 6/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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