Mark Loftis
Financial Advisor at Strategic Financial Partners
Based in Memphis, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Memphis
Industry
Financial Services
Company size
154
Contact information
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m•••••••@strategicfinancialpartners.com
Phone
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Background
About Mark Loftis
Professional Experience & Goals: My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. Specialties: Retirement Strategies, Personal Insurance, Business Succession, Asset Allocation Strategies, Estate Conservation Strategies, Executive Benefit Strategies, Mutual Funds, Variable Products, Special Needs Strategies. To learn more about my licensing, please click on the Licensing link found under my "Contact Info." Registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. AR Insurance License # 1637920
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