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Patricia Elizabeth Loftus

Nylife Securities LLC

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About Patricia Elizabeth Loftus

Patricia Loftus is a financial professional with over 30 years of experience in the industry. Patricia is currently registered with Nylife Securities LLC and has held a Series 7, Series 27 and SIE licenses. Patricia has a strong track record of providing comprehensive financial advice to clients.

Firm Information

Patricia Loftus is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patricia Loftus’s Registration & Firm History

NY

09/25/1998 - Present

Nylife Securities LLC (NEW YORK NY)

NY

09/09/1991 - 07/29/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/07/1998

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Elizabeth Loftus.
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