Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Lotko has over 30 years of experience in the financial services industry. Michael is a Registered Representative with Cetera Investment Advisers LLC and holds the Series 6, Series 63, and SIE licenses. Michael has a broad range of experience including financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Michael’s previous experience includes roles with Principal Securities, Inc. and Transamerica Financial Resources, Inc. In addition to their work with Cetera Investment Advisers, Michael also manages a real estate investment and provides insurance services. Michael is committed to providing clients with personalized financial advice and strategies to help them achieve their 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 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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