Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gidget? Claim Your ProfileGidget A. Long is a financial advisor with Wells Fargo Clearing Services, LLC, located in HONOLULU, HI. Gidget has been in the financial services industry for over 18 years, beginning her career with BANC ONE SECURITIES CORPORATION in CHICAGO, IL. Gidget has a strong background in providing financial advice and investment management services. She is licensed to conduct business in several states and holds the Series 63, Series 66, Series 7 and SIE licenses.
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.
Investment consulting services to institutional clients
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.
1
2
HI
08/21/2023 - Present
Wells Fargo Clearing Services, LLC (HONOLULU HI)
AZ
10/22/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SURPRISE AZ)
AZ
07/06/2005 - 10/23/2007
CHASE INVESTMENT SERVICES CORP. (SUN CITY WEST AZ)
IL
09/21/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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