Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Longo is a financial advisor with over 30 years of experience in the industry. John has been a registered representative with Morgan Stanley since June 2009. Prior to that, John was a registered representative with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. John is licensed to sell securities in 39 states and is a registered investment advisor in New York and Texas. John holds the Series 63, Series 65, Series 7 and SIE licenses. John is a registered representative for Morgan Stanley, which is a large broker-dealer with a broad range of financial products and services. Morgan Stanley provides investment advisory and brokerage services to a variety of clients, including individuals, families, institutions, and corporations. John's primary focus is on providing investment advice and portfolio management services to high-net-worth individuals and families.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (New York NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/20/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
06/21/1988 - 03/27/1989
MID-STATE SECURITIES CORP. (RED BANK NJ)
IA
Issued 06/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Longo is the right advisor for you? Invested Better is here to help.
