Unclaimed
Samuel Long is a registered representative with Fifth Third Securities, Inc. Samuel has been in the industry for over 17 years and has a broad background in financial services, with experience at multiple firms. Samuel is registered in the state of Illinois and holds both Series 7 and Series 66 licenses. Samuel has a strong focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. Samuel is dedicated to providing clients with personalized service and guidance to meet 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/20/2023 - Present
Fifth Third Securities, Inc. (NILES IL)
IL
11/21/2019 - 12/20/2022
ALLSTATE FINANCIAL SERVICES, LLC (Libertyville IL)
IL
08/21/2008 - 12/26/2013
CASSANDRA TRADING GROUP, LLC (CHICAGO IL)
IL
08/20/2002 - 08/15/2006
ARCHIPELAGO SECURITIES L.L.C. (CHICAGO IL)
IL
04/15/1999 - 08/20/2002
WAVE SECURITIES, LLC (CHICAGO IL)
NY
07/16/1997 - 03/31/1999
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
BOTH
Issued 1/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/7/2016
Series 3 - National Commodity Futures Examination
BC
Issued 7/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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