Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Long is a financial advisor with Osaic FA, Inc., located in Fort Wayne, Indiana. He has been active in the industry since November 27, 2002. Jeffrey Long is a registered representative in Indiana and has a Series 6, Series 7, Series 24, Series 52, Series 53, Series 63 and Series 66 licenses. His previous employment experience includes The Lincoln National Life Insurance Company and PRUCO SECURITIES, LLC.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
IN
07/14/2004 - Present
Osaic FA, Inc. (FORT WAYNE IN)
IN
07/14/2004 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
11/27/2002 - 07/13/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 11/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/18/2005
Series 24 - General 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 10/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Long is the right advisor for you? Invested Better is here to help.
