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 has been a registered representative for over 40 years. Michael Stephen Long is currently employed by Stifel, Nicolaus & Company, Inc. and has been with the firm since October of 2020. Prior to that, Michael Stephen Long worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED for over 39 years. Michael Stephen Long is a registered investment advisor and a general securities representative. Michael Stephen Long has a Series 7, Series 5, Series 63 and Series 65 license. Michael Stephen Long specializes in providing investment advice to individuals, corporations, and other businesses. Michael Stephen Long also offers financial planning, pension consulting, and educational seminars. Michael Stephen Long is committed to helping clients achieve their financial goals.
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
11/09/2020 - Present
Stifel, Nicolaus & Company, Inc. (VENICE FL)
FL
09/26/1978 - 11/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VENICE FL)
NA
08/25/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/19/1978
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
Not sure Michael Long is the right advisor for you? Invested Better is here to help.
