Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Longo is an Investment Advisor Representative. Robert has been in the securities industry since May 20, 2008. Robert is currently registered with J.P. Morgan Securities LLC. Prior to his current role, Robert was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2010 - 2014 and WELLS FARGO ADVISORS, LLC from 2008 - 2010. Robert specializes in Financial Planning, Pension Consulting and Selection of Other Advisers. Robert holds Series 6, 7, 63, 65 and 66 licenses.
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
1
2
NY
10/12/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/01/2010 - 04/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
04/23/2008 - 06/02/2010
WELLS FARGO ADVISORS, LLC (POMONA NY)
BOTH
Issued 10/25/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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