Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Terry Long has been an active Registered Representative since 1983. Currently, Michael Long is registered with Raymond James Financial Services Advisors, Inc. in Annapolis, MD, and has been with this firm since 2009. Previously, Michael Long worked at Robert Thomas Securities, Inc., Samuel A. Ramirez & Co., Inc., and Clark Melvin Securities Corporation. Michael Long is also an Investment Adviser Representative (IAR) with Raymond James Financial Services Advisors, Inc. in Annapolis, MD. Michael Long has passed the SIE, Series 7, Series 24, Series 4, and Series 51 exams and holds a Series 63 license. Michael Long provides services to clients including other, insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Michael Long specializes in the areas of: 1, 2, 3, 4, 5, and 6.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ANNAPOLIS MD)
FL
05/26/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
12/08/1997 - 06/10/1998
SAMUEL A. RAMIREZ & CO., INC. (NEW YORK NY)
PR
03/22/1983 - 11/12/1997
CLARK MELVIN SECURITIES CORPORATION (HATO REY PR)
BC
Issued 07/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/18/1995
Series 4 - Registered Options Principal Examination
BC
Issued 03/04/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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