Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jontue? Claim Your ProfileJontue Draper Long has been in the financial industry since August 10, 2007. Jontue Draper Long is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jontue Draper Long has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2016. Jontue Draper Long is also a registered representative of FINRA. Prior to their current role, Jontue Draper Long worked at LPL Financial LLC, CV BROKERAGE, INC and NFP SECURITIES, INC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
07/28/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHILADELPHIA PA)
NC
10/08/2013 - 09/09/2015
LPL FINANCIAL LLC (HUNTERSVILLE NC)
NJ
03/17/2012 - 09/17/2012
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
04/08/2010 - 05/25/2010
NFP SECURITIES, INC. (PITTSBURGH PA)
BC
Issued 12/02/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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