Unclaimed
Michael Longoni is a financial advisor with Davis Distributors, LLC. He is based in Tucson, Arizona. Michael has been in the industry since 1998 and is a registered representative with FINRA. Michael has his Series 7, Series 52, Series 63, and SIE licenses. He also holds a Series 65 license for Investment Adviser. Prior to joining Davis Distributors, LLC, Michael worked for VALIC Financial Advisors, INC. and H&R Block Financial Advisors, INC.
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.
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.
1
2
AZ
04/01/2016 - Present
Davis Distributors, LLC (TUCSON AZ)
AZ
12/14/2015 - 04/08/2016
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/31/2001 - 07/15/2015
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
MI
03/31/1998 - 06/13/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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