Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Earl Long has been in the financial services industry since 1988. Currently, Joseph is registered with Cuso Financial Services, LP and has branch office locations in Lafayette, Concord, Walnut Creek, and Fairfield, California. Joseph has also previously worked with Securian Financial Services, Inc., A.B. Watley, Inc., Wedbush Morgan Securities Inc., Raymond James & Associates, Inc., The Chicago Corporation, Jefferies & Company, Inc., and Charles Schwab & Co., Inc. Joseph is a registered Investment Advisor Representative with the state of California. Joseph Earl Long offers financial planning services, portfolio management services for individuals and businesses, and educational seminars.
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.
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
CA
04/20/2006 - Present
Cuso Financial Services, LP (LAFAYETTE CA)
CA
07/14/2005 - 04/19/2006
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
NY
06/13/2003 - 10/15/2003
A.B. WATLEY, INC. (NEW YORK NY)
CA
11/29/2001 - 01/21/2003
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
FL
10/02/1995 - 10/22/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
07/14/1992 - 10/02/1995
THE CHICAGO CORPORATION (CHICAGO IL)
NY
03/07/1990 - 07/24/1991
JEFFERIES & COMPANY, INC. (NEW YORK NY)
CA
09/19/1986 - 01/23/1990
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NA
01/25/1984 - 07/24/1985
CHARLES SCHWAB & CO., INC.
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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