Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gayle? Claim Your ProfileGayle Long has been in the financial services industry since 1980. Gayle has a wide range of experience in the financial services industry, having worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and FSC Securities Corporation. Gayle is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC. Gayle holds several licenses and certifications, including Series 3, 7, 63, and 65. Gayle provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions.
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.
1
2
HI
11/03/2023 - Present
Osaic Wealth, Inc. (WAILUKU HI)
HI
06/27/2002 - 11/03/2023
FSC SECURITIES CORPORATION (KAHULUI HI)
NY
09/21/1995 - 07/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/07/1993 - 10/10/1994
NATIONSSECURITIES
MA
03/12/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
GA
02/10/1992 - 12/31/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
09/02/1987 - 05/01/1990
AGS SECURITIES CORPORATION (SAN MATEO CA)
NA
09/26/1983 - 08/13/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/21/1981 - 11/07/1983
E. F. HUTTON & COMPANY INC
NA
02/21/1980 - 07/22/1981
CLAYTON BROKERAGE CO. OF ST. LOUIS, INC.
IA
Issued 10/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Gayle Long is the right advisor for you? Invested Better is here to help.
