Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Long is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with over 3,200 registered representatives. Allen has been in the industry since 1998 and has experience providing financial advice to individuals, businesses, and institutions. Allen is registered to offer securities and investment advisory services in multiple states, including Florida, Pennsylvania, and Texas.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/18/2020 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSBURGH PA)
FL
01/04/1999 - 12/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/14/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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