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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy A. Longanecker is an investment advisor representative at Morgan Stanley. Roy is a seasoned professional with over 25 years of experience in the financial services industry. Roy has a strong background in investment management and financial planning. Roy has been registered with FINRA since 1996 and is currently licensed in several states. Roy holds the Series 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. Roy's previous experience includes roles at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Roy is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs. Roy has a strong track record of helping clients achieve 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/15/2020 - Present
Morgan Stanley (Hunt Valley MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
10/29/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 11/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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