Unclaimed
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 a financial advisor with Stifel Independent Advisors, LLC, with over 9 years of experience in the industry. Brian is registered to provide investment advice in 37 states. Brian is also registered to provide investment advice in Pennsylvania and Texas through Stiefel Independent Advisors, LLC. Brian previously worked with Ameriprise Financial Services, LLC, Wells Fargo Advisors Financial Network, LLC, and Janney Montgomery Scott LLC. Brian holds the Series 66, Series 7, and SIE securities licenses. Brian works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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
PA
04/25/2022 - Present
Stifel Independent Advisors, LLC (EDINBORO PA)
PA
10/23/2017 - 04/28/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Edinboro PA)
PA
01/13/2017 - 10/24/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EDINBORO PA)
PA
08/12/2013 - 01/17/2017
JANNEY MONTGOMERY SCOTT LLC (CLARION PA)
BOTH
Issued 09/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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