Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Long is a financial advisor with over 16 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since May 2009. David's previous employment was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, where he worked from July 2006 until January 2009. David holds several licenses, including Series 66, Series 7 and the SIE exam. David is registered in 13 states including California, Florida, Georgia, Hawaii, Illinois, Maryland, Michigan, Mississippi, North Carolina, Ohio, South Carolina, and Wisconsin. David specializes in providing investment advice and financial planning to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
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2
MI
01/20/2010 - Present
Wells Fargo Clearing Services, LLC (FARMINGTON HILLS MI)
MI
07/20/2006 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DETROIT MI)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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