Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Long is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Stifel, Nicolaus & Company, Inc. in Florida and Texas. Daniel has a strong track record of providing financial advice to individuals, families, businesses, and institutions. Daniel has a wide range of experience in various areas of financial planning, including retirement planning, college savings, estate planning, and investment management. Daniel is committed to providing personalized financial advice to help 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.
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.
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.
1
2
FL
06/26/2024 - Present
Stifel, Nicolaus & Company, Inc. (SARASOTA FL)
NY
02/24/2016 - 10/05/2018
UBS FINANCIAL SERVICES INC. (ALBANY NY)
FL
09/07/2018 - 09/13/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SARASOTA FL)
FL
05/21/2015 - 02/25/2016
WELLS FARGO ADVISORS, LLC (LAKEWOOD RANCH FL)
NY
07/09/2010 - 06/01/2015
UBS FINANCIAL SERVICES INC. (SYRACUSE NY)
NY
06/01/2009 - 07/12/2010
MORGAN STANLEY SMITH BARNEY (HAUPPAUGE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
09/22/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SMITHTOWN NY)
NY
01/21/1997 - 10/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERHEAD NY)
MO
08/23/1995 - 12/09/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
07/08/1994 - 08/30/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 08/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
09/03/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/14/1989 - 07/30/1991
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 04/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1989
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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