Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eugene Long is a financial professional with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in SEBASTOPOL, CA. Michael has also been previously registered with several other firms, including SECURITIES AMERICA, INC., EPLANNING SECURITIES, INC., INVESTMENT ARCHITECTS, INC., and E.F. DALY FINANCIAL GROUP. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SEBASTOPOL CA)
CA
01/02/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SEBASTOPOL CA)
CA
01/28/2004 - 01/14/2009
EPLANNING SECURITIES, INC. (SEBASTOPOL CA)
CA
02/04/1991 - 01/29/2004
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
NA
05/22/1990 - 12/31/1990
E.F. DALY FINANCIAL GROUP
CA
02/08/1989 - 05/09/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
10/28/1987 - 02/06/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
01/13/1986 - 09/24/1987
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/18/1982 - 08/08/1986
LONG FINANCIAL SECURITIES
NA
09/23/1985 - 12/27/1985
INVESTORS BROKERAGE SERVICES, INC.
IA
Issued 07/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 08/05/1982
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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