Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emmet Long is an investment advisor representative with Fidelity Personal And Workplace Advisors, based in Oak Brook, Illinois. Robert has been in the financial services industry for over 20 years and has a diverse background, having previously worked with firms like J.P. Morgan Securities LLC, Calamos Financial Services LLC, and William Blair & Company L.L.C. Robert holds various licenses and registrations, including Series 63, 65, 66, 7 and SIE. In addition to offering financial planning and investment management services to individuals and businesses, Robert also provides educational seminars and guidance on selecting other advisors.
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.
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
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
09/09/2011 - 10/22/2012
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
IL
02/02/2005 - 01/21/2011
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NY
01/31/2005 - 02/16/2005
AT INVESTOR SERVICES, INC. (NEW YORK NY)
MA
09/29/2000 - 12/31/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IL
03/12/1997 - 06/17/1998
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NJ
02/20/1992 - 01/23/1995
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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