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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Long is a financial advisor registered with Cbiz Investment Advisory Services, LLC in Ohio. Joseph has been in the financial services industry since 1996. Joseph's current registration is for the state of Ohio. Joseph has Series 7, Series 63 and SIE exams. Joseph has been with Cbiz Investment Advisory Services, LLC since December 2018. Prior to that, Joseph was with Valmark Securities, Inc. for 10 years. Joseph's primary focus is on providing investment advice to individuals, families, and businesses. Joseph offers a variety of services, including financial planning, retirement planning, and investment management. Joseph's firm, Cbiz Investment Advisory Services, LLC, has a team of experienced professionals who are dedicated to providing clients with personalized service and sound financial 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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
12/20/2018 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
12/15/2005 - 12/17/2015
VALMARK SECURITIES, INC. (AKRON OH)
SC
03/21/1996 - 12/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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