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 has been in the financial services industry since 2002. Michael is currently a registered representative and investment advisor with LPL Financial LLC. Michael is also registered in Connecticut, Florida, Georgia, Maryland, Massachusetts, and Rhode Island. Michael has a wide range of experience and expertise in the financial services industry. Michael is dedicated to providing clients with personalized financial advice and guidance.
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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2
CT
07/05/2023 - Present
LPL Financial LLC (NEWINGTON CT)
CT
07/19/2019 - 06/29/2023
SAGEPOINT FINANCIAL, INC. (Newington CT)
CT
05/12/2014 - 07/22/2019
CAPITAL FINANCIAL SERVICES, INC. (Newington CT)
CT
11/20/2013 - 05/12/2014
INFINEX INVESTMENTS, INC. (NEWINGTON CT)
CT
01/03/2012 - 11/20/2013
HARVEST CAPITAL LLC (NEWINGTON CT)
CT
09/29/2006 - 01/19/2012
ROYAL ALLIANCE ASSOCIATES, INC. (NEWINGTON CT)
CA
03/29/2004 - 11/15/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
06/29/2000 - 04/12/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
VT
03/29/2000 - 06/20/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 12/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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