Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Michael Long is a financial advisor at Edward Jones in Independence, MO. Corey is an active advisor with both securities and investment advisory licenses. Corey has over 20 years of experience in the industry. Corey is registered in multiple states including Florida, Georgia, Iowa, Kansas, Missouri, Nebraska, Nevada, New Mexico, North Carolina, Oklahoma, Tennessee, Texas, and Virginia. Corey is a highly experienced and knowledgeable advisor who can help you reach your 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
MO
08/28/2014 - Present
Edward Jones (INDEPENDENCE MO)
KS
01/01/2008 - 10/28/2011
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
06/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
MO
07/21/2006 - 01/12/2007
KCD FINANCIAL, INC. (INDEPENDENCE MO)
NE
05/03/2006 - 07/13/2006
SECURITIES AMERICA, INC. (LINCOLN NE)
WI
11/21/2000 - 06/07/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
06/20/2000 - 11/15/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 06/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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