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John Phillip Lozar is a financial_advisor professional located in Muncie, IN. They specialize in financial advisory. With over 40 years of experience, they bring deep expertise to every client.
John Phillip Lozar - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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John Phillip Lozar operates Cetera Wealth Services, LLC in Muncie, Indiana, bringing 40 years of experience in financial advisory services. He holds a FINRA CRD license number 1451867, which enables him to operate within the regulatory framework of the financial services industry. With four decades in the field, Lozar has developed extensive knowledge of wealth management and financial planning across a range of client situations and market conditions.
A FINRA CRD license indicates that John Phillip Lozar is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisors in the United States. This registration means he operates under FINRA's regulatory oversight and must comply with industry standards and rules governing financial advisory practices. Clients working with a FINRA-registered advisor have access to FINRA's dispute resolution processes and can verify his registration status through FINRA's BrokerCheck database.