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 currently registered with Thrivent Investment Management Inc., and has been in the industry since November 21, 1993. Jeffrey holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam. Jeffrey Long is a board member for Capstone Ministries which helps to engage "street boys" in Kenya.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/23/2022 - Present
Thrivent Investment Management Inc. (North Port FL)
BOTH
Issued 10/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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