Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M f? Claim Your ProfileM F Long has been a Registered Representative since December 1987, serving clients in the financial services industry for over three decades. M F Long is currently registered with Calton & Associates, Inc., and has held previous positions at VSR FINANCIAL SERVICES, INC., RUSHMORE SECURITIES CORPORATION, NORTHSTAR SECURITIES, INC., and DOMINION CAPITAL CORPORATION. M F Long specializes in providing financial planning, pension consulting and selection of other advisors. M F Long's experience and expertise allow M F Long to effectively serve individuals, corporations, and institutions with a focus on wealth preservation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/17/2016 - Present
Calton & Associates, Inc. (TAMPA FL)
TX
06/06/2002 - 07/01/2016
VSR FINANCIAL SERVICES, INC. (PLANO TX)
TX
01/17/2001 - 06/18/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
06/18/1998 - 03/01/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
03/28/1991 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
CA
12/22/1987 - 03/20/1990
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 05/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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