Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Kenneth Longo is a financial advisor who has been working in the industry since October 20, 1988. Darryl is currently registered with Cetera Investment Advisers LLC and has been with them since June 2019. Darryl is licensed in various states including Arkansas, California, Colorado, Delaware, Florida, Georgia, Louisiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Previously, Darryl was registered with Foresters Financial Services, Inc. in Pennsylvania. Darryl's professional experience includes working with a range of clients, including individuals, corporations, charitable organizations, and pension plans. Darryl is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/01/2021 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
10/21/1988 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 2/7/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/4/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/31/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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