Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Haught Long is a financial advisor with over 27 years of experience in the financial services industry. Patrick is currently registered with Commonwealth Financial Network, where Patrick has been employed since November 2023. Patrick has previously held positions with Raymond James Financial Services, Inc. and FSC Securities Corporation. Patrick holds Series 7, 9, 10, 63, and 65 licenses and is also a Certified Financial Planner™.
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
AL
11/09/2023 - Present
Commonwealth Financial Network (Birmingham AL)
AL
08/01/2016 - 11/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
01/04/2005 - 08/09/2016
FSC SECURITIES CORPORATION (BIRMINGHAM AL)
AL
05/15/1998 - 01/03/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
08/03/1998 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/09/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
AL
08/25/1995 - 05/15/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 02/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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