Unclaimed
Connor James Long is a financial advisor registered with Columbia Management Investment Distributors, Inc. located in Las Vegas, NV. Connor has been in the securities industry since September 30, 2012. Connor has passed the Series 66, Series 7 and SIE exams. Connor is also registered in California, Hawaii and Nevada. Connor is currently registered with Columbia Management Investment Distributors, Inc. Connor is an active member of the securities industry and has a strong commitment to providing clients with the best possible financial advice. Connor has experience in providing investment advice, conducting securities trading and managing the assets of others. Connor has been an Investment Advisor Representative since April 2017. Prior to that, Connor worked at LORD ABBETT DISTRIBUTOR LLC. Connor is a valuable asset to any investment team and is committed to helping clients achieve their financial goals.
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.
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 liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NV
04/24/2017 - Present
Columbia Management Investment Distributors, Inc. (Las Vegas NV)
NJ
08/30/2012 - 03/22/2017
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Connor Long is the right advisor for you? Invested Better is here to help.