Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Long is an Investment Advisor Representative with XML Financial Group. Caleb has been in the financial industry since August 8, 2019. Caleb has a Series 63 and Series 65 license. Caleb's previous experience includes a role at Goldman Sachs & Co. LLC. Caleb specializes in providing financial planning services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Caleb's firm, XML Financial Group, is a Registered Investment Advisor with a focus on investment management and financial planning. They offer a range of advisory services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Their client base includes a diverse group of individuals, families, and organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
12/12/2022 - Present
XML Financial Group (BETHESDA MD)
NY
08/09/2019 - 11/25/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Caleb Long is the right advisor for you? Invested Better is here to help.
