Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Long is a financial advisor with over 30 years of experience in the industry. Craig is currently registered with Morgan Stanley in Connecticut, New York and Texas. Craig's previous employers include E*TRADE SECURITIES LLC, SOLIUM FINANCIAL SERVICES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and NORI, HENNION, WALSH, INC.. Craig has passed both the Series 63 and Series 65 exams, and is also a Series 24 principal. Craig specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for 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
NY
05/04/2020 - Present
Morgan Stanley (New York NY)
NY
07/28/2022 - 09/05/2023
E*TRADE SECURITIES LLC (New York NY)
NY
03/11/2020 - 09/30/2020
SOLIUM FINANCIAL SERVICES LLC (New York NY)
NJ
09/23/1994 - 06/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
08/16/1993 - 06/24/1994
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1993
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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