Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey David Long is a financial professional with Lifemark Securities Corp. located in Pearl River, NY. Geoffrey David Long has been in the industry since 2009 and is registered in Delaware, Florida, Maryland, and Pennsylvania. Geoffrey David Long has earned the Series 6, SIE, and Series 63 licenses. Geoffrey David Long's previous employers include Foresters Equity Services, Inc. and MML Investors Services, LLC.
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.
Helps you choose top advisors aligned with your financial 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.
1
2
NY
11/02/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
CA
08/20/2013 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
DE
08/03/2009 - 05/06/2013
MML INVESTORS SERVICES, LLC (LEWES DE)
BC
Issued 12/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Geoffrey Long is the right advisor for you? Invested Better is here to help.
