Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Long is a financial advisor registered in Florida and North Carolina, representing Thrivent Investment Management Inc. Erin has been in the financial industry since 2016 and currently holds a Series 66, Series 7, Series 9, and Series 10 license. Erin is a registered representative and investment advisor representative. Erin specializes in financial planning 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.
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
FL
05/08/2024 - Present
Thrivent Investment Management Inc. (Winter Park FL)
FL
08/09/2021 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
03/07/2016 - 06/18/2021
THRIVENT INVESTMENT MANAGEMENT INC. (PALM BAY FL)
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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