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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Longley is an investment advisor representative with Sanctuary Advisors, LLC, a firm based in Indianapolis, Indiana. Michael joined the firm in 2017, and has over 10 years of experience in the financial services industry. Michael has a strong background in portfolio management and financial planning. Prior to joining Sanctuary Advisors, LLC, Michael was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, where he worked from 2010-2017. He has also held positions at Credit Suisse Securities (USA) LLC. Michael holds a Series 7, 9, 24, 27, 66, 99, and SIE licenses. Michael's firm provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
1
2
IN
09/25/2017 - Present
Sanctuary Advisors, LLC (Indianapolis IN)
IN
12/20/2010 - 09/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
NY
03/29/2010 - 11/05/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/24/2008 - 03/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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