Global Portfolio Strategy | March 10, 2025

Contact

Office: (951) 800-8083

Fax: (951) 381-2003

19330 Jesse Lane

Suite 220

Riverside, CA 92508

contact@lozabeck.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Thomas Loza and Steven Beck are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax related services offered through LB Tax Prep DBA Loza Beck Wealth Management. LB Tax Prep is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.

Any LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.