Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Longo is an investment advisor representative registered with Sanctuary Advisors, LLC. Steven has been in the financial services industry since January 31, 2001 and is licensed in 26 states. Steven holds the Series 7 and 66 securities licenses. Steven is a financial advisor that provides financial planning, portfolio management, and investment advisory services. Steven specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Steven has experience with Sanctuary Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
A percentage of the total value of assets under management is charged.
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2
LA
08/20/2020 - Present
Sanctuary Advisors, LLC (Slidell LA)
LA
01/31/2001 - 08/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SLIDELL LA)
BOTH
Issued 12/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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