Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Mary Long is a financial advisor with over 20 years of experience in the industry. Patricia is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Patricia has been with TIAA since 2008, and before that, she worked with Fifth Third Securities, Inc. and BANC ONE SECURITIES CORPORATION. Patricia offers financial planning and portfolio management services to individuals and businesses.
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.
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.
Compensation from affiliates
1
2
KY
10/22/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Richmond KY)
KY
03/19/2003 - 10/09/2008
FIFTH THIRD SECURITIES, INC. (RICHMOND KY)
IL
11/09/2000 - 03/05/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
05/06/1999 - 11/02/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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