Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Longo is a Registered Representative and Investment Advisor Representative with Brokers International Financial Services, LLC. Diana has been in the securities industry since December 4, 2005. Diana is also a Certified Financial Planner. Diana is a registered representative and investment advisor representative in New Jersey and New York and has been registered with Brokers International Financial Services, LLC since September 8, 2017. Previously, Diana worked for NEXT FINANCIAL GROUP, INC. and Securities America, Inc. Diana is a Certified Divorce Financial Analyst and owner of Innovative Divorce Services, LLC. Diana works with clients to help them reach 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.
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.
Percentage of assets managed by third-party advisor firms
1
2
NJ
09/08/2017 - Present
Brokers International Financial Services, LLC (Fairfield NJ)
NJ
09/27/2010 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (FAIRFIELD NJ)
NJ
08/27/2010 - 09/24/2010
SECURITIES AMERICA, INC. (BOONTON NJ)
NJ
12/05/2007 - 09/10/2010
NEXT FINANCIAL GROUP, INC. (BOONTON NJ)
MN
11/05/2002 - 11/04/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/2002 - 11/04/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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