Paul Lofties, CFP®, ChFC®
Senior Vice President of Wealth Management and Product Strategy
Senior Vice President, Wealth Management, Ladenburg Thalmann
Paul leads Securities America’s Wealth Management department, which includes investment and insurance products and income distribution strategy. Paul has a comprehensive background in financial services, a dedication to honesty and hard work, and a desire to help Securities America advisors provide the best to their clients. He joined Securities America in 2003 as a fee-based business consultant and began transitioning to his role in Wealth Management in 2006.
Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 6, 7, 24 and 63 securities licenses.