Unclaimed
Bryce P. Long is an investment advisor representative with Ameriprise Financial Services, LLC. Bryce has been in the securities industry for over three years. Bryce holds the Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Bryce has prior experience at Concourse Financial Group Securities, Inc., Investment Distributors, Inc., RKCA, Inc., and Protective Life Insurance Company.
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
08/05/2024 - Present
Ameriprise Financial Services, LLC (Lancaster OH)
OH
01/25/2023 - 05/23/2024
RKCA, INC. (CINCINNATI OH)
KY
01/03/2022 - 02/01/2023
INVESTMENT DISTRIBUTORS, INC. (Covington KY)
KY
10/01/2021 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (COVINGTON KY)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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