Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hastings Longo is an Investment Advisor Representative associated with Fortuna Investors LLC and J.P. Morgan Securities LLC. Nicholas has been in the industry since 2015 and holds a Series 65 license. Nicholas has a strong background in financial services, with experience in various roles at different companies. Nicholas is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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WI
10/16/2024 - Present
J.p. Morgan Securities LLC (Glendale WI)
IA
Issued 06/03/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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