Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Longo is a financial advisor at Wells Fargo Clearing Services, LLC. Desiree has been in the financial services industry since 2002. Desiree has held previous roles at J.P. Morgan Securities LLC, PFS Investments Inc., Northwestern Mutual Investment Services, LLC, Webster Investment Services, Inc., and Infinex Investments, Inc.. Desiree has a Series 6, Series 7TO, Series 63, and Series 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
SC
12/05/2022 - Present
Wells Fargo Clearing Services, LLC (ROCK HILL SC)
CA
04/02/2021 - 08/03/2021
J.P. MORGAN SECURITIES LLC (WALNUT CREEK CA)
CO
11/21/2016 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
GA
05/28/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
WI
07/18/2002 - 05/16/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CT
05/21/2001 - 02/05/2002
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
12/04/2000 - 04/20/2001
INFINEX INVESTMENTS, INC. (MERIDEN CT)
RI
09/27/1999 - 10/23/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
IA
Issued 12/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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