Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Long has been in the financial services industry since October 1983. Randall is currently registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC and Sageview Private Client Group, LLC in California. Randall also has experience with First Allied Securities, Inc., Mutual Service Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company, and Integrated Resources Equity Corporation. Randall holds licenses for Series 63, 24, 7 and SIE. Randall has specialized in various aspects of financial planning, investment management, and insurance.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
MI
10/19/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MA
05/24/1988 - 10/29/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
07/31/1989 - 01/22/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1989 - 01/22/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/19/1983 - 08/10/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 09/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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