Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Loftus is a registered investment advisor representative with Coastal Bridge Advisors in WESTPORT, CT. William has over 30 years of experience in the financial services industry, having previously worked at firms such as Purshe Kaplan Sterling Investments, Nutmeg Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., and Lehman Brothers Inc. William is a Series 7, Series 31, Series 63 and Series 65 licensed professional. William provides financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
CT
01/21/2010 - Present
Coastal Bridge Advisors (WESTPORT CT)
CT
01/03/2012 - 05/01/2013
PURSHE KAPLAN STERLING INVESTMENTS (WESTPORT CT)
CT
10/17/2008 - 12/31/2011
NUTMEG SECURITIES, LLC (WESTPORT CT)
CT
09/08/1998 - 10/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
NY
07/31/1993 - 09/03/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
06/24/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/21/1986 - 07/14/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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