Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Longo is a financial advisor with Morgan Stanley. John Longo has been in the industry since 2019, and currently holds registrations in New York and Texas. John Longo has a Series 66, Series 7, and SIE license. John Longo specializes in providing a wide range of advisory services to individuals, businesses, investment companies, and charitable organizations. These services include financial planning, portfolio management, and asset allocation advice. John Longo has experience with NYLIFE SECURITIES LLC and has a vast network of clients across the country.
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
03/30/2022 - Present
Morgan Stanley (New York NY)
NY
01/14/2019 - 04/01/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2019
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.
