Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martin Long is a financial advisor registered with Citizens Securities, Inc. in Belmont, Massachusetts. Long has been in the financial industry since 2022. Long has Series 63, Series 7TO, and SIE licenses. Long is registered in Massachusetts. The firm's main office is located in Johnston, Rhode Island. Citizens Securities, Inc. has a total of 400 employees. The firm's approximate assets under management are between $1 billion and $10 billion. The firm serves individuals, corporations or other businesses, high net worth individuals, and insurance companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MA
01/31/2025 - Present
Citizens Securities, Inc. (BELMONT MA)
NH
01/27/2022 - 02/16/2024
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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