Michael Loscialpo (CRD# 2866813) is an Investment Advisor Representative working at Primerica Advisors in Glastonbury, CT and has over 26 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Michael J Loscialpo | Glastonburg, CT | Feb 2022 - Current | 2 |
| Primerica Financial Services | Newington, CT | Jun 2001 - Current | 22 |
| Pfs Investments Inc. | Newington, CT | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- CT
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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