Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Lozanoski is a financial advisor with Ameriprise Financial Services, LLC and has over 39 years of experience in the financial services industry. Tom is registered with the state of Illinois as a registered representative (Series 6, 7, 22, 24, 63 & SIE exams), Indiana and Texas. Tom has provided investment advice for individuals, corporations, and other institutions. Tom offers a wide range of financial services, including financial planning, portfolio management, and asset allocation services. Tom also specializes in assisting clients with their retirement planning, insurance needs, and estate planning.
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.
Asset allocation services
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.
1
2
IN
12/10/2013 - Present
Ameriprise Financial Services, LLC (Merrillville IN)
MN
08/03/1983 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/03/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 08/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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