Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Kenneth Long has been a registered representative for over 35 years, holding a Series 63, 65, 7, 52TO, 53 and 24 license. J. Kenneth Long is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Prior to that, J. Kenneth Long was registered with FIRST JERSEY SECURITIES, INC. from 1985 to 1987. J. Kenneth Long specializes in providing financial planning and investment management services for high-net-worth individuals, corporations and other businesses. J. Kenneth Long is also a licensed insurance agent and holds a license to operate a rental real estate business.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (LANCASTER PA)
NA
04/26/1985 - 07/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 03/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/10/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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