Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vincent Longo is an investment advisor representative with Kestra Advisory Services, LLC, based in Port Jefferson, NY. Timothy has been in the industry since 1998. Timothy's career includes previous experience with firms such as Trident Partners Ltd., Raymond James Financial Services, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Morgan Stanley DW Inc. Timothy holds FINRA Series 31, 63, 65, 66, and 7 licenses, as well as the SIE exam. Timothy is currently registered with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC in multiple states.
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.
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
TX
09/30/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
01/30/2006 - 08/22/2015
TRIDENT PARTNERS LTD. (WOODBURY NY)
NY
07/23/2004 - 01/31/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MELVILLE NY)
MO
07/01/2003 - 07/27/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/30/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/10/1998 - 05/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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