Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giuseppe? Claim Your ProfileGiuseppe Alexander Longo is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Giuseppe has been in the securities industry since August 26, 2018 and holds Series 6, 7, and 63 licenses. Giuseppe is registered to offer investment advisory services in 53 states and holds licenses in Illinois and Texas. Giuseppe is also an independent contractor for Twitch.
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.
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
IL
09/26/2024 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
05/28/2019 - 02/24/2020
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
12/14/2015 - 08/07/2018
WELLS FARGO CLEARING SERVICES, LLC (HUNTLEY IL)
BC
Issued 01/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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