Mitchell Loewenberg, CFP® - Wedbush Securities
Identity
- Name
- Mitchell Loewenberg, CFP® - Wedbush Securities
- Formatted address
- 1200 Prospect St #350, La Jolla, CA 92037, USA
- Phone
- (858) 729-7901
- Website
- https://www.wedbush.com/advisors/MitchellLoewenberg/
- Primary category
- Consultant
- Hours
- Monday: 6:30 AM – 4:00 PM Tuesday: 6:30 AM – 4:00 PM Wednesday: 6:30 AM – 4:00 PM Thursday: 6:30 AM – 4:00 PM Friday: 6:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=1628275560362678122&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
No attribute evidence is currently established.
Self-Claims
Firm Stated Facts
-
categorized_as: Financial Advisor
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
-
categorized_as: investment bank
- wedbush.com https://www.wedbush.com/aboutus/ourfirm self-published
-
categorized_as: securities firm
- wedbush.com https://www.wedbush.com/aboutus/ourfirm self-published
-
categorized_as: securities firm
- wedbush.com https://www.wedbush.com/about-wedbush/career-opportunities/ self-published
-
categorized_as: wealth management, brokerage and advisory firm
- wedbush.com https://www.wedbush.com/ self-published
-
client_specializations: high net worth individuals and families
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
-
client_specializations: high-net-worth individuals and families
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
-
client_specializations: private and institutional
- wedbush.com https://www.wedbush.com/about-wedbush/ self-published
-
client_specializations: private investment firms established by wealthy families
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
-
professional_certifications: CFP
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
-
regulatory_registration: Member FINRA/SIPC
- wedbush.com https://www.wedbush.com/clientlink self-published
-
services_offered: comprehensive, holistic financial planning and tailored wealth management solutions
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
-
services_offered: investment management
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
-
services_offered: securities brokerage, wealth management, and investment banking services
- wedbush.com https://www.wedbush.com/about-wedbush/ self-published
-
services_offered: wealth management, brokerage and advisory
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
-
services_offered: wealth management, brokerage, advisory services, investment banking, fund services, global clearing and execution services
- wedbush.com https://www.wedbush.com/ self-published
-
years_in_practice: 25 years
- wedbush.com https://www.wedbush.com/analysts/daniel-ives/ self-published
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years_in_practice: Seven decades
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
No themed claims are currently recorded.
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| services_offered | wealth management, brokerage, advisory services, investment banking, fund services, global clearing and execution services | https://www.wedbush.com/ | kept |
|
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| categorized_as | wealth management, brokerage and advisory firm | https://www.wedbush.com/ | kept |
|
|
| categorized_as | securities firm | https://www.wedbush.com/about-wedbush/career-opportunities/ | kept |
|
|
| located_in | 59b85457-985c-4446-b9c1-628ea12ad614 | https://www.wedbush.com/about-wedbush/founder/ | kept |
|
|
| categorized_as | securities firm | https://www.wedbush.com/aboutus/ourfirm | kept |
|
|
| categorized_as | investment bank | https://www.wedbush.com/aboutus/ourfirm | kept |
|
|
| years_in_practice | 25 years | https://www.wedbush.com/analysts/daniel-ives/ | kept |
|
|
| has_accolade | 5fcd42c9-2ceb-4ef9-8e30-935c82dc7868 | https://www.wedbush.com/analysts/daniel-ives/ | kept |
|
|
| featured_on | 8e87a6aa-8304-4f25-804e-38bce772c602 | https://www.wedbush.com/analysts/daniel-ives/ | kept |
|
|
| regulatory_registration | Member FINRA/SIPC | https://www.wedbush.com/clientlink | kept |
|
|
| client_specializations | private investment firms established by wealthy families | https://www.wedbush.com/global-landing-page/ | kept |
|
|
| years_in_practice | Seven decades | https://www.wedbush.com/global-landing-page/ | kept |
|
|
| services_offered | wealth management, brokerage and advisory | https://www.wedbush.com/global-landing-page/ | kept |
|
|
| located_in | 1dc4d208-3fab-4ee2-b9b0-c5894509516c | https://m.yelp.com/biz/wedbush-securities-glendale | kept |
|
|
| categorized_as | Financial Advising | https://m.yelp.com/biz/wedbush-securities-glendale | kept |
|
|
| located_in | e4414561-f932-4d4d-b59a-ce59640b7a2c | https://www.yelp.com/biz/wedbush-morgan-securities-greeley | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/wedbush-morgan-securities-la-jolla-2 | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/wedbush-morgan-securities-la-jolla-2 | kept |
|
|
| located_in | fffa02d4-be47-4bbb-b600-d7340b3ec571 | https://www.yelp.com/biz/wedbush-securities-lake-oswego | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/wedbush-securities-los-angeles | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/wedbush-securities-los-angeles | kept |
|
|
| categorized_as | Banks & Credit Unions | https://www.yelp.com/biz/wedbush-securities-los-angeles | kept |
|
|
| located_in | 9a414b78-865c-4b00-ae9b-518ac3df4aa3 | https://www.yelp.com/biz/wedbush-securities-no-title-2 | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/wedbush-securities-san-francisco | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/wedbush-securities-san-francisco | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Wedbush+Securities&find_loc=San+Diego,+CA | kept |
|
|
| located_in | 24ee7242-b993-4d21-b86c-ed7185b288d0 | https://www.wedbush.com/contact-us/ | kept |
|
|
| established_in | 20db0fbd-15ad-4e54-8792-cc81a126f0a5 | https://www.bloomberg.com/profile/company/13852Z:US | kept |
|
|
| located_in | 24ee7242-b993-4d21-b86c-ed7185b288d0 | https://www.bloomberg.com/profile/company/13852Z:US | kept |
|
|
| featured_on | 0e14b133-b111-4f47-9667-a3522db1febc | https://sdvoyager.com/interview/community-highlights-meet-ryan-alling-of-wedbush-securities-event-body-transformation-specialists/ | kept |
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| client_specializations | individuals, families, and institutions | https://www.linkedin.com/in/mitchell-loewenberg/ | kept |
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| professional_certifications | CFP | https://www.linkedin.com/in/mitchell-loewenberg/ | kept |
|
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| services_offered | financial planning | https://www.linkedin.com/in/mitchell-loewenberg/ | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/in/mitchell-loewenberg/ | kept |
|
|
| has_accolade | 7a717c98-d054-40a2-bccd-74ec3dc80c36 | https://www.prnewswire.com/news-releases/wedbush-securities-honored-by-the-department-of-defenses-employer-support-of-the-guard-and-reserve-program-300970206.html | kept |
|
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| categorized_as | financial services firm | https://www.prnewswire.com/news-releases/wedbush-securities-honored-by-the-department-of-defenses-employer-support-of-the-guard-and-reserve-program-300970206.html | kept |
|
|
| client_specializations | private and institutional | https://www.wedbush.com/about-wedbush/ | kept |
|
|
| located_in | 59b85457-985c-4446-b9c1-628ea12ad614 | https://www.wedbush.com/about-wedbush/ | kept |
|
|
| services_offered | securities brokerage, wealth management, and investment banking services | https://www.wedbush.com/about-wedbush/ | kept |
|
|
| categorized_as | Financial Advisor | https://www.wedbush.com/advisors/MitchellLoewenberg/ | kept |
|
|
| client_specializations | high net worth individuals and families | https://www.wedbush.com/advisors/MitchellLoewenberg/ | kept |
|
|
| services_offered | investment management | https://www.wedbush.com/advisors/MitchellLoewenberg/ | kept |
|
|
| professional_certifications | CFP | https://www.wedbush.com/profile/MitchellLoewenberg/ | kept |
|
|
| client_specializations | high-net-worth individuals and families | https://www.wedbush.com/profile/MitchellLoewenberg/ | kept |
|
|
| services_offered | comprehensive, holistic financial planning and tailored wealth management solutions | https://www.wedbush.com/profile/MitchellLoewenberg/ | kept |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
Self-asserted.
-
investment_adviser_registration: Member FINRA/SIPC
claimed_unverified
- wedbush.com https://www.wedbush.com/clientlink self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 1
- wedbush.com https://www.wedbush.com/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/career-opportunities/ self-published
- wedbush.com https://www.wedbush.com/aboutus/ourfirm self-published
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
- wedbush.com https://www.wedbush.com/analysts/daniel-ives/ self-published
- wedbush.com https://www.wedbush.com/clientlink self-published
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
- Data refreshed
- wedbush.com https://www.wedbush.com/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/career-opportunities/ self-published
- wedbush.com https://www.wedbush.com/aboutus/ourfirm self-published
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
- wedbush.com https://www.wedbush.com/analysts/daniel-ives/ self-published
- wedbush.com https://www.wedbush.com/clientlink self-published
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
- Source classes
- business_website (self-published)
- wedbush.com https://www.wedbush.com/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/career-opportunities/ self-published
- wedbush.com https://www.wedbush.com/aboutus/ourfirm self-published
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
- wedbush.com https://www.wedbush.com/analysts/daniel-ives/ self-published
- wedbush.com https://www.wedbush.com/clientlink self-published
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published
- Synthesis run at
- wedbush.com https://www.wedbush.com/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/ self-published
- wedbush.com https://www.wedbush.com/about-wedbush/career-opportunities/ self-published
- wedbush.com https://www.wedbush.com/aboutus/ourfirm self-published
- wedbush.com https://www.wedbush.com/advisors/MitchellLoewenberg/ self-published
- wedbush.com https://www.wedbush.com/analysts/daniel-ives/ self-published
- wedbush.com https://www.wedbush.com/clientlink self-published
- wedbush.com https://www.wedbush.com/global-landing-page/ self-published
- wedbush.com https://www.wedbush.com/profile/MitchellLoewenberg/ self-published