Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Long is a financial advisor with over 29 years of experience in the industry. Eugene is a registered representative with Wealthcare Advisory Partners LLC. Eugene has a strong background in financial planning, portfolio management, and insurance. Eugene has worked with clients in various capacities, including individuals, families, businesses, and charitable organizations. Eugene is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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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2
PA
10/21/2021 - Present
Wealthcare Advisory Partners LLC (Blue Bell PA)
PA
09/15/2021 - 10/21/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Blue Bell PA)
PA
01/02/1998 - 09/07/2021
CADARET, GRANT & CO., INC. (Blue Bell PA)
NY
07/01/1996 - 01/05/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/02/1995 - 07/01/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
02/28/1995 - 08/03/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NY
08/23/1993 - 09/13/1994
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 11/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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