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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Long is an active Registered Representative and Investment Advisor Representative who has been in the industry since 2008. Brian is currently registered with Ameriprise Financial Services, LLC in OH and TX, where he works out of the Hilliard, OH branch office. Brian has worked for several firms throughout his career including CETERA ADVISOR NETWORKS LLC, VOYA FINANCIAL ADVISORS, INC. and LPL FINANCIAL CORPORATION. Brian holds his Series 7 and Series 66 licenses. Brian has 27 state registrations and 2 Investment Advisor Registrations. Brian is a member of the board of directors for JC & Company and is also a Vice President of JC Wealth Management Group. Brian specializes in Portfolio Management for Individuals and Businesses, Financial Planning, Educational Seminars, Asset Allocation Services and Pension Consulting.
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.
Asset allocation services
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.
1
2
OH
07/23/2021 - Present
Ameriprise Financial Services, LLC (Hilliard OH)
OH
06/09/2021 - 08/02/2021
CETERA ADVISOR NETWORKS LLC (LANCASTER OH)
OH
09/15/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LANCASTER OH)
OH
10/13/2008 - 10/01/2009
1ST GLOBAL CAPITAL CORP. (LANCASTER OH)
SC
01/09/2008 - 10/15/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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