Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Long is a financial advisor with over 17 years of experience in the industry. David is registered with Raymond James & Associates, Inc. and has a series 66 license, a Series 7 license, a Series 9 license, a Series 10 license, a Series 24 license and a SIE license. David's experience includes time with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. David is licensed to provide financial advice in Connecticut, Florida, Maine, Massachusetts, New Hampshire, and Rhode Island.
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.
Please see note in schedule d - miscellaneous
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
MA
07/31/2018 - Present
Raymond James & Associates, Inc. (Worcester MA)
FL
06/20/2016 - 07/19/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/28/2011 - 06/06/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/04/2009 - 04/25/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/21/2009 - 06/03/2009
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
FL
07/07/2005 - 05/19/2009
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
FL
01/03/2007 - 05/08/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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