Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Longo is a financial advisor with Janney Montgomery Scott LLC, a leading financial services firm, with a history dating back to 1894. Peter has extensive experience in the financial services industry and has held several positions with prominent firms, including GWFS Equities, Inc., Wells Fargo Advisors, LLC, and Wachovia Securities, Inc. Peter is registered to provide investment advice and services in New Jersey and Pennsylvania. Peter holds Series 6, 7, and 63 licenses and the SIE exam.
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.
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.
Fee plus commission
1
2
NJ
03/22/2019 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
CO
06/20/2016 - 03/25/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NC
05/13/2004 - 07/29/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
10/01/2000 - 08/05/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
10/24/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
LA
08/01/1995 - 09/04/1997
BFP FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
IA
09/21/1993 - 12/15/1994
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NY
08/31/1992 - 08/24/1993
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 11/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Longo is the right advisor for you? Invested Better is here to help.
