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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Long is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Annapolis, MD. Brad has been working in the financial industry since 2002 and has held various positions including business consultant, tax preparer, and insurance agent. Brad's expertise includes financial planning, portfolio management for businesses and individuals, and pension consulting. Brad is registered with the state of Maryland and has obtained Series 7, 63, 65, and 24 securities licenses. Brad is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ANNAPOLIS MD)
BC
Issued 03/11/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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