Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Long is a financial advisor with Stifel, Nicolaus & Company, Inc., working in the VENICE, FL branch. Michael has been in the industry since 2004 and holds licenses in both broker-dealer and investment advisor roles. Michael has earned the Certified Financial Planner designation and has a record of providing financial advice to individuals, businesses, trusts, and pension plans. Michael is also a Registered Representative with FINRA, with a Series 7 license for General Securities Representative and a Series 66 license for Uniform Combined State Law Examination. Michael is dedicated to providing personalized financial guidance to clients across various states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/26/2020 - Present
Stifel, Nicolaus & Company, Inc. (VENICE FL)
FL
10/12/2004 - 06/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VENICE FL)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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