Theodore J. Longo,  CFP<sup>&reg;</sup> - Financial Advisor

Theodore J. Longo, CFP®

Wealth Management Advisor

Merrill Lynch

2054 Gause Blvd E
Slidell, LA 70461-5431
(985) 445-1072

General

Theodore Longo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Slidell, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CIMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources