Unclaimed
Daniel David Long is an investment advisor representative with Mendham Capital Management, Inc. and Raymond James Financial Services Advisors, Inc. He holds Series 7 and Series 66 securities licenses and is also a Certified Financial Planner. Daniel has been working in the financial services industry since December 2016. Daniel is registered with the state of New Jersey to provide both investment advisory and securities related services. Daniel is currently providing investment advisory services through Mendham Capital Management, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
General consulting services/seminars
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.
1
2
NJ
03/13/2017 - Present
Mendham Capital Management, Inc. (BASKING RIDGE NJ)
BOTH
Issued 03/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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