Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Longo is a financial advisor with LPL Financial LLC. Joseph has been in the industry since 1973. Joseph has experience with several firms, including Washington Square Securities, Inc., Woodward Securities Corporation, Mariner Financial Services, Inc., Questor Financial Services, Mutual Service Corporation, IDS Life Insurance Company, IDS Marketing Corporation, and Investors Diversified Services, Inc. Joseph is registered in 26 states to offer securities and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
08/26/2010 - Present
LPL Financial LLC (TROY MI)
CT
04/03/1995 - 01/07/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
10/12/1994 - 01/17/1996
WOODWARD SECURITIES CORPORATION
FL
11/21/1988 - 10/11/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
03/31/1988 - 11/08/1988
QUESTOR FINANCIAL SERVICES
NA
07/26/1979 - 12/31/1987
MUTUAL SERVICE CORPORATION
NA
04/24/1973 - 08/30/1979
IDS LIFE INSURANCE COMPANY
NA
04/24/1973 - 08/30/1979
IDS MARKETING CORPORATION
NA
04/24/1973 - 08/30/1979
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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