Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Longo is a financial advisor with Cetera Investment Advisers LLC. Gregory has been in the financial services industry since 1996. Gregory is registered with the state of New Jersey as an Investment Advisor Representative and also holds Series 6, 7 and 63 licenses. Prior to Cetera Investment Advisers LLC, Gregory has worked at Citizens Securities, Inc., Cetera Investment Services LLC, Invest Financial Corporation, Essex National Securities, LLC, Santander Securities LLC, LPL Financial LLC, Capital One Investment Services LLC, NFB Investment Services Corp., and Metropolitan Life Insurance Company. Gregory has a wide range of experience in the financial services industry and can help clients with a variety of financial planning needs.
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
NJ
11/08/2023 - Present
Cetera Investment Advisers LLC (CLIFTON NJ)
NJ
08/17/2022 - 11/07/2023
CITIZENS SECURITIES, INC. (JERSEY CITY NJ)
NJ
12/06/2017 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (CEDAR GROVE NJ)
NJ
10/13/2015 - 12/06/2017
INVEST FINANCIAL CORPORATION (MONTCLAIR NJ)
NJ
08/01/2013 - 10/15/2015
ESSEX NATIONAL SECURITIES, LLC (MONTCLAIR NJ)
NJ
09/19/2012 - 08/02/2013
SANTANDER SECURITIES LLC (ELIZABETH NJ)
NJ
05/31/2011 - 09/19/2012
LPL FINANCIAL LLC (HOBOKEN NJ)
NJ
06/13/2008 - 05/16/2011
CAPITAL ONE INVESTMENT SERVICES LLC (JERSEY CITY NJ)
NJ
04/18/2005 - 06/11/2008
INVEST FINANCIAL CORPORATION (NEWARK NJ)
NY
05/18/2004 - 04/12/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
WI
10/02/2003 - 06/02/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
08/30/2002 - 10/06/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/07/2000 - 09/17/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/09/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
PA
10/21/1998 - 03/29/1999
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
06/13/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
04/17/1996 - 07/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/17/1996 - 07/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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