Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Steven Long is a financial advisor with over 30 years of experience in the industry. Perry is registered with LPL Financial LLC and has a Series 7, Series 6, Series 63 and Series 65. Perry also holds a Certified Financial Planner designation. Perry has experience with a variety of financial products and services including life, health, disability, long term care, fixed annuities, and portfolio management. Perry is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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MN
06/04/2024 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
02/01/2022 - 06/06/2024
SECURITIES AMERICA, INC. (MAPLE GROVE MN)
MN
11/09/2018 - 01/31/2022
SECURITIES AMERICA, INC. (MAPLE GROVE MN)
MN
12/01/2006 - 11/15/2018
QUESTAR CAPITAL CORPORATION (MAPLE GROVE MN)
MN
12/15/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (NEW HOPE MN)
AZ
12/20/2002 - 12/31/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
03/02/2000 - 12/31/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
03/31/1999 - 02/25/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
01/09/1992 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CT
08/26/1991 - 12/31/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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