Unclaimed
Gregory Eugene Long is a financial advisor with State Farm Investment Management Corp., with offices in Pleasantville, NY. Gregory Long is registered with the following states: Connecticut, New Jersey, New York and Pennsylvania. Gregory Long has been in the financial industry since June 22, 2007. Gregory Long holds the following FINRA licenses: Series 6, Series 7 and Series 63. Gregory Long also has his Series 65 license, which means that Gregory Long can provide investment advice to clients. In addition to his financial advisor role, Gregory Long is also the owner of Gregory Long's Insurance Agency and an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/26/2023 - Present
State Farm Investment Management Corp. (Pleasantville NY)
NY
10/23/1997 - 09/04/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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