Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Longo is a financial advisor with over 30 years of experience in the industry. Christopher is registered with Stifel, Nicolaus & Company, Inc. and holds Series 63, Series 7 and SIE licenses. Christopher provides a range of financial services including financial planning, portfolio management and selection of other advisers.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/20/2024 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
01/01/2008 - 11/03/2009
WELLS FARGO ADVISORS, LLC (SMITHTOWN NY)
NY
12/15/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
NY
07/09/1993 - 12/19/1994
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
05/09/1991 - 07/08/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/25/1990 - 01/28/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 08/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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