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 over 30 years of experience in the industry. Peter is registered with Wells Fargo Clearing Services, LLC and has offices in HOLYOKE, MA. Peter also has experience working for other firms including A. G. EDWARDS & SONS, INC., RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, PAINEWEBBER INCORPORATED, and MML INVESTORS SERVICES, INC. Peter offers a variety of services to clients including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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.
1
2
MA
12/17/2009 - Present
Wells Fargo Clearing Services, LLC (HOLYOKE MA)
MA
04/29/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD MA)
NY
03/09/2002 - 05/08/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
08/05/1991 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
07/07/1989 - 08/05/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
03/23/1988 - 06/23/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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