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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Frederick Long is an Investment Advisor Representative with Stonegate Investment Group, LLC. John is registered with the state of Alabama and has been in the industry since 2024. John holds the Series 65 license and has specialized knowledge in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Selection of Other Advisors. John’s firm, Stonegate Investment Group, LLC, is based in Birmingham, Alabama.
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.
Helps you choose top advisors aligned with your financial 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.
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AL
07/01/2024 - Present
Stonegate Investment Group, LLC (BIRMINGHAM AL)
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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