Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Long is a financial advisor with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Richard has over 20 years of experience in the financial services industry. Richard holds the Series 7, 63 and 66 securities licenses. Richard specializes in retirement planning, portfolio management, and financial planning. Richard is a Chartered Financial Analyst (CFA). Richard has previously worked at GAM SERVICES, INC., ROBERTSON STEPHENS, INC., and J.P. MORGAN SECURITIES INC.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/03/2021 - Present
Cerity Partners LLC (SAN FRANCISCO CA)
NY
10/31/2002 - 10/10/2005
GAM SERVICES, INC. (NEW YORK NY)
CA
04/25/2001 - 08/14/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
10/04/1994 - 08/26/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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