Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Long has been in the financial industry since May 1995. She is a registered representative and investment advisor representative with Osaic Wealth, Inc. Deborah has worked with a variety of financial institutions over the years, including Waddell & Reed, LPL Financial LLC, and Advisor Group. Deborah is committed to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/03/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/03/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/03/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/03/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
KS
07/21/2021 - 05/03/2022
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
11/21/2014 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
WA
04/09/2013 - 10/01/2014
ALLSTATE FINANCIAL SERVICES, LLC (SPOKANE WA)
IL
08/31/2012 - 04/03/2013
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
WA
06/13/2007 - 04/03/2013
ALLSTATE FINANCIAL SERVICES, LLC (LIBERTY LAKE WA)
WA
07/07/2003 - 06/05/2007
U.S. BANCORP INVESTMENTS, INC. (SPOKANE WA)
CA
08/21/2002 - 02/27/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
OH
05/14/1999 - 06/04/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
08/06/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MN
05/19/1998 - 08/05/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
VA
01/22/1996 - 05/18/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
DE
05/24/1995 - 12/08/1995
PML SECURITIES COMPANY (NEWARK DE)
MA
07/22/1994 - 04/19/1995
PNMR SECURITIES, INC. (BOSTON MA)
WA
06/08/1994 - 04/12/1995
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 03/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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