Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Longo is a financial advisor registered with LPL Financial LLC. Michael has been in the industry since 2002. Michael is licensed in 13 states including California, Connecticut, Florida, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Wisconsin. Michael has earned the Series 7, Series 63, and SIE licenses and has over 20 years of experience in the financial services industry. Michael provides financial planning, portfolio management, and other advisory services for individuals, businesses, and retirement plans. Michael has also served as a registered representative for Securities America, Inc., MML Investors Services, Inc., IFMG Securities, Inc., and Schneider Securities, 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.
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.
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NY
08/03/2021 - Present
LPL Financial LLC (LARCHMONT NY)
NY
06/01/2009 - 11/27/2020
SECURITIES AMERICA, INC. (LARCHMONT NY)
NY
09/08/2004 - 06/16/2009
MML INVESTORS SERVICES, INC. (GARDEN CITY NY)
NY
06/03/2002 - 09/17/2003
IFMG SECURITIES, INC. (PURCHASE NY)
CO
05/09/2001 - 04/08/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
BC
Issued 12/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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