Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick J. Long is a financial professional with over 20 years of experience in the industry. Patrick is a Series 7, 24, 63, 79TO, and SIE licensed professional. Patrick is currently registered with Keefe, Bruyette & Woods, Inc. in Richmond, Virginia. Patrick previously worked at Sterne, Agee & Leach, Inc. and Keefe, Bruyette & Woods, Inc. Patrick is registered in 52 states and is active in both broker-dealer and investment advisor capacities.
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.
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.
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2
VA
04/16/2015 - Present
Keefe, Bruyette & Woods, Inc. (RICHMOND VA)
VA
05/21/2013 - 04/29/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
01/09/2001 - 05/22/2013
KEEFE, BRUYETTE & WOODS, INC. (RICHMOND VA)
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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