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David M. Lotz

Edward Jones

Financial Planner in Lima, OH

Address:
2304 Harding Hwy
Lima, OH 45804
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About David M. Lotz

David Lotz is a financial professional at Edward Jones located in Lima, Ohio. David Lotz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

David Lotz provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

David Lotz
2304 Harding Hwy
Lima, OH 45804

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Website:

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