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ZACHARY MILES LONGLEY
CRD#: 2377315
IA
B
LPL FINANCIAL LLCCRD#: 6413 26 PARKER STREET, UNIT B
NEWBURYPORT, MA 01950
NEWBURYPORT, MA 01950
0
Disclosures
31
Years of Experience
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State Registrations
B
Florida 9/9/2020
IA
Massachusetts 8/19/2004
B
Georgia 5/8/2023
B
Massachusetts 7/27/2007
B
Maine 7/27/2007
B
New Hampshire 7/27/2007
SRO Registrations
B
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IA
Registered with this firm since 7/30/2007
IA
Registered with this firm since 8/19/2004
B
Registered with this firm since 7/27/2007
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 11/10/2003 - 12/31/2007 | NEWBURYPORT, MA | |
IA | 02/25/2004 - 09/29/2004 | NEWBURYPORT, MA | |
IA | 11/21/2003 - 02/04/2004 | NEWBURYPORT, MA | |
IA | 04/14/1994 - 11/13/2003 | BEDFORD, NH | |
B | 08/04/1993 - 11/12/2003 | WORCESTER, MA |
BEDFORD, NH
04/14/1994 - 11/13/2003
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.