Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Longo is a financial professional with Valley Financial Management, Inc., a firm with offices in New York City. Nicholas is licensed in the state of New York and has the Series 63, SIE, and Series 79TO licenses. Nicholas has experience in the financial services industry and previously worked with KeyBanc Capital Markets Inc. in Cleveland, Ohio.
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.
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.
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NY
06/17/2024 - Present
Valley Financial Management, Inc. (New York NY)
OH
05/27/2023 - 11/27/2023
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 07/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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