Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Lee Long is an investment advisor representative with Ameriprise Financial Services, LLC. Sandra has been in the financial services industry since 2004. Prior to joining Ameriprise, Sandra worked for WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Sandra is licensed to sell securities in the states of Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Sandra also holds the Series 66, Series 24, Series 6TO, SIE, and Series 7 licenses. Sandra specializes in asset allocation services, financial planning, pension consulting, educational seminars, 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.
Asset allocation services
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
OH
08/29/2019 - Present
Ameriprise Financial Services, LLC (Miamisburg OH)
OH
04/21/2014 - 09/03/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMISBURG OH)
OH
10/01/2008 - 05/02/2014
J.P. MORGAN SECURITIES LLC (DAYTON OH)
OH
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DAYTON OH)
OH
08/24/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (DAYTON OH)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Long is the right advisor for you? Invested Better is here to help.
