Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wayne Long is a financial advisor who has been in the industry since February 16, 1998. Michael Wayne Long is currently registered with Avantax Advisory Services and Avantax Investment Services, Inc. in Ohio. Michael Wayne Long has previously worked at 1st Global Capital Corp. and Franklin Financial Services Corporation. Michael Wayne Long is a Personal Financial Specialist and offers financial planning, pension consulting and portfolio management services. Michael Wayne Long also provides educational seminars and referral services to third-party investment managers.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
10/25/2019 - Present
Avantax Advisory Services (CINCINNATI OH)
OH
01/10/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CINCINNATI OH)
TX
02/12/1998 - 01/04/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 02/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Long is the right advisor for you? Invested Better is here to help.
