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 Fidelity Personal And Workplace Advisors. He has been in the financial services industry since 2001. He has a Series 66 license. David's firm, Fidelity Personal And Workplace Advisors, has approximately $1 billion to $10 billion in regulatory assets under management. They offer a range of services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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2
CO
08/01/2019 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
CO
07/30/2009 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
02/18/2009 - 07/15/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
09/09/2002 - 02/03/2009
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
KS
07/23/2001 - 08/20/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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