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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lanius Long is an investment advisor representative with Morgan Stanley, with experience in the industry since December 17, 2013. Long has a broad range of experience, having worked at both Cetera Investment Services LLC and Princor Financial Services Corporation before joining Morgan Stanley. Christopher Lanius Long is registered in 38 states and has passed the Series 63, Series 65, Series 7 and SIE exams. Long is also a member of Wild Wings Real Estate, LLC, a real estate investment firm. In addition to financial planning, Long provides portfolio management services for individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
04/02/2020 - Present
Wealthpenn.comllc (Nashville TN)
TN
03/04/2015 - 05/31/2016
CETERA INVESTMENT SERVICES LLC (NASHVILLE TN)
TN
08/15/2013 - 12/05/2014
PRINCOR FINANCIAL SERVICES CORPORATION (BRENTWOOD TN)
IA
Issued 9/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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