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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Long is a financial advisor who has been in the industry since 1997. He currently works at Avantax Advisory Services. Joel Long is registered to provide investment advice in 13 states, including Pennsylvania, Alaska, California, Colorado, Connecticut, Florida, Maine, Maryland, New Jersey, New York, North Carolina, Virginia. He holds both Series 63 and Series 65 licenses and the Series 6 license. In addition to his work with Avantax Advisory Services, Joel Long is also involved in several other businesses. He is the owner of Willoughby & Associates Insurance, Willoughby & Associates, Inc., and Strasburg Trading Co. He is also a treasurer of The Phoebe Snow Company Inc. Joel Long's experience and expertise in the financial services industry make him a valuable resource for clients seeking investment advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
10/05/2009 - Present
Avantax Advisory Services (STRASBURG PA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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