Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Long is a financial advisor registered with Raymond James & Associates, Inc. Edward has been in the financial industry since August 2011. Edward has a broad range of experience, including providing financial planning and investment advice to individuals, businesses, and institutions. Edward has extensive experience in both the brokerage and investment advisory industries. Edward is currently registered as a Registered Representative (Series 7) and Investment Advisor Representative (Series 66) in the state of Florida. Edward has also passed the Securities Industry Essentials (SIE) and Futures Managed Funds (Series 31) exams. Edward is dedicated to providing his clients with personalized financial advice and investment strategies to help them reach their financial goals.
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
FL
11/01/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/17/2012 - 11/22/2021
MORGAN STANLEY (Palm Harbor FL)
FL
08/02/2011 - 08/14/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
BOTH
Issued 11/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2011
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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