Unclaimed
Ana Celia Long is a securities professional with over 20 years of experience in the financial industry. Ana Celia has worked with Wilmington Capital Securities, LLC since 2008, and has held previous positions with Clark Dodge & Co., Inc., S.W. Bach & Company, Kirlin Securities Inc., and Northeast Securities, Inc. Ana Celia is registered in New York as a Broker-Dealer. Ana Celia is a Series 7, Series 63, Series 79TO and Series 99TO licensed professional. Ana Celia has a strong background in investment banking, operations, and securities. Ana Celia focuses on providing financial planning and portfolio management for individuals and corporations. Ana Celia holds a state license and is a registered representative with FINRA.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/23/2008 - Present
Wilmington Capital Securities, LLC (GARDEN CITY NY)
NY
02/28/2007 - 03/11/2008
CLARK DODGE & CO., INC. (GARDEN CITY NY)
NY
11/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
11/11/2003 - 12/05/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
01/16/2001 - 11/11/2003
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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