Unclaimed
Randall Long is an investment advisor representative with Cetera Investment Advisers LLC. Randall has been in the securities industry since 1983 and holds a Series 63, 24, 7 and SIE licenses. Randall has been registered with Sageview Advisory Group, LLC and Sageview Private Client Group, LLC in the past. Randall is registered in 52 states and the District of Columbia and is a member of FINRA. Randall specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 (SIMI VALLEY 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 9/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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