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 has been working in the financial industry since January 15, 2001. Charles has worked at several firms over the years including Edward D. Jones & Co., L.P., Financial Network Investment Corporation, UVEST Financial Services Group, INC., CitiCorp Investment Services, and is currently at Cetera Investment Advisers LLC. Charles is licensed to practice in several states including Florida, Georgia, Illinois, Missouri, Pennsylvania, South Carolina, and Wisconsin.
KIRKWOOD, MO
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (KIRKWOOD MO)
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 1/9/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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