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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Long is a financial advisor with 49 Financial. Benjamin has been in the financial industry since 2017 and holds the Series 63, Series 7, and Series 65 licenses. Benjamin provides financial planning and portfolio management services to individuals and businesses. Benjamin also works with high-net-worth individuals. Benjamin's firm is based in Austin, Texas. Benjamin has experience with Bank of America, AXA Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC and Oakwood Capital Securities, Inc.
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.
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.
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.
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2
TX
01/03/2023 - Present
49 Financial (AUSTIN TX)
TX
01/08/2020 - 01/11/2024
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
TX
05/25/2017 - 12/16/2019
AXA ADVISORS, LLC (DALLAS TX)
IA
Issued 12/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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