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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Longo is an Investment Advisor Representative and Registered Representative with over 35 years of experience in the financial services industry. Theodore has served as an Investment Advisor Representative at Sanctuary Advisors, LLC since August 2020, and previously held a similar position at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Theodore is registered in 28 states and holds a Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65 licenses. Theodore specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
LA
08/20/2020 - Present
Sanctuary Advisors, LLC (Slidell LA)
LA
08/18/1986 - 08/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SLIDELL LA)
NA
01/23/1986 - 07/17/1986
THE STUART-JAMES COMPANY, INC.
IA
Issued 11/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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