Unclaimed
Glenda Long is a financial advisor at Cambridge Investment Research Advisors, Inc. in Hydro, Oklahoma. Glenda has been in the financial services industry since 1987. Glenda has a Series 6, Series 7, Series 22, Series 26, Series 51, Series 62, Series 63 and Series 65 licenses, along with the SIE exam. Glenda is also a Certified Financial Planner. In addition to her work at Cambridge Investment Research Advisors, Inc., Glenda also owns and operates Investment Solutions, Inc. Glenda is dedicated to providing her clients with personalized financial advice and investment solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
10/31/2017 - Present
Cambridge Investment Research Advisors, Inc. (Hydro OK)
OK
11/30/2000 - 11/03/2017
NATIONAL PLANNING CORPORATION (HYDRO OK)
TX
01/16/1987 - 12/13/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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