Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dreama? Claim Your ProfileDreama Long is a registered representative with Cambridge Investment Research Advisors, Inc. Dreama has been in the financial services industry since 1992 and has been with Cambridge Investment Research Advisors, Inc. since 2011. Dreama's office is located in Harrisonburg, VA, where she works primarily with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Dreama is a registered representative in several states, including Alabama, Florida, Maryland, Ohio, South Carolina, Virginia, and West Virginia. Dreama provides investment advice and financial planning to her clients.
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.
Solicitation fees from 3rd party money managers
1
2
VA
09/29/2011 - Present
Cambridge Investment Research Advisors, Inc. (HARRISONBURG VA)
VA
03/31/2009 - 09/14/2011
ING FINANCIAL PARTNERS, INC. (HARRISONBURG VA)
VA
01/30/2006 - 04/02/2009
AXA ADVISORS, LLC (HARRISONBURG VA)
SC
04/10/2000 - 01/22/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/24/1997 - 07/29/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
01/04/1996 - 12/31/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
04/25/1989 - 12/31/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/02/1988 - 10/17/1988
INVESTACORP, INC.
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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