Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Longo is an investment advisor representative registered with Caitlin John, LLC. Anthony has been in the industry since 2014. Anthony works in the Brighton, MI office of Caitlin John, LLC. Anthony is registered in Florida. The main focus of Anthony’s work is on Financial Planning, Portfolio Management for Individuals, and Educational Seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
02/26/2024 - Present
Caitlin John (BRIGHTON MI)
IA
Issued 12/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Anthony Longo is the right advisor for you? Invested Better is here to help.
