Experience

 

Peter Longo serves as a Vice President and Director of Insured Solutions Consulting within Janney’s Wealth Management Department. Peter is also responsible for supporting Janney’s Financial Advisors across the Northeast Region from Eastern Pennsylvania to Portland, Maine. In this role, he is responsible for developing Annuity, Life Insurance, and Long-Term Care opportunities, providing a consultative approach and external support to the region’s financial advisors as they address their client’s financial needs.

Peter holds the following licenses and professional designations: Life & Health Insurance; Series 6, 63, 7; Certified Retirement Counselor® and a Certification in Long Term Care®. He has also facilitated and proctored numerous State Insurance Continuing Education courses, teaching over 300 Financial Advisors across New Jersey, Pennsylvania, and New York on the topics of retirement income planning and retirement education.

 

Designations

  • CLTC®
  • CRPC®

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/