Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Edward Long is a financial advisor with over 30 years of experience in the industry. Gerald has been a registered representative with LPL Financial LLC since July 2010, where Gerald holds a Series 7, Series 24, and Series 63 license. Before joining LPL Financial LLC, Gerald worked for Ameriprise Financial Services, Inc. from July 1991 to July 2010. Gerald holds the designations of Certified Financial Planner and Chartered Financial Consultant. Gerald currently serves clients in Florida and Rhode Island.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
07/06/2010 - Present
LPL Financial LLC (THE VILLAGES FL)
RI
07/26/1991 - 07/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CRANSTON RI)
MN
07/26/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/20/1987 - 04/20/1988
SHERWOOD CAPITAL, INC.
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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