Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Long is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Oppenheimer & Co. Inc. and has previously been registered with UBS Financial Services Inc. and Stanford Group Company. Robert has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and financial planning. Robert has a strong commitment to providing clients with personalized financial advice and guidance to help them 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.
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.
Earned based on transactions or products sold.
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.
1
2
VA
03/13/2009 - Present
Oppenheimer & Co. Inc. (RICHMOND VA)
VA
09/02/2008 - 03/16/2009
STANFORD GROUP COMPANY (RICHMOND VA)
VA
01/28/1995 - 09/05/2008
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
08/29/2008 - 09/02/2008
STANFORD GROUP COMPANY (RICHMOND VA)
NY
06/02/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
10/03/1988 - 06/18/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/01/1983 - 11/03/1988
DAVENPORT & CO. OF VIRGINIA, INC.
IA
Issued 03/27/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Long is the right advisor for you? Invested Better is here to help.
