Elizabeth Longo (CRD# 6331291) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in Grand Rapids, MI and has over 9 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Northern Trust Securities, Inc. | Chicago, IL | Dec 2017 - Current | 6 |
Northern Trust Bank | Chicago, IL | Mar 2016 - Current | 8 |
Wells Fargo Advisors, LLC | Grand Rapids, MI | Apr 2014 - Mar 2016 | 1 |
Aquinas College | Grand Rapids, MI | Aug 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- IL
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Total Assets Under Management1,016,557MILLIONS
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Total Number of Accounts41,105ACCOUNTS
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Average Account Value$24,730,737
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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