Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Raymond Long is an investment advisor representative with Cetera Investment Advisers LLC. Charles has been in the financial services industry since January 15, 2001. Charles has a Series 63, Series 66 and Series 7 licenses. Charles has been registered with Cetera Investment Advisers LLC since June 2023. Charles has experience with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Charles is located in Crystal Lake, Illinois, and Brentwood, Missouri.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (CRYSTAL LAKE IL)
NY
09/05/2003 - 11/17/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
01/23/2003 - 09/10/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
12/20/2001 - 01/08/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
01/13/1994 - 02/16/1995
EDWARD D. JONES & CO., L.P.
BOTH
Issued 01/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Long is the right advisor for you? Invested Better is here to help.
