Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Long is a financial advisor registered with The Mather Group, LLC. Todd has over 15 years of experience in the financial services industry. Todd has a Series 3, 7, 55 and 66 licenses, as well as a Series 63 license. Todd is also a registered Investment Advisor Representative in Illinois and Missouri. Todd has previously worked for Fidelity Brokerage Services LLC, EF Legacy Securities, LLC, Edelman Financial Services, LLC and Financial Engines Advisors L.L.C. The Mather Group, LLC provides a range of financial planning and investment management services for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Todd's specializations include financial planning, portfolio management, investment management, and educational seminars.
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.
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.
A percentage of total net worth
1
2
IL
03/19/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
MO
04/26/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (CLAYTON MO)
MO
08/08/2012 - 04/11/2017
FIDELITY BROKERAGE SERVICES LLC (CHESTERFIELD MO)
MO
06/01/2006 - 02/13/2012
INSTINET, LLC (ST. LOUIS MO)
MO
01/30/2006 - 06/01/2006
BRIDGE TRADING COMPANY (ST. LOUIS MO)
MO
04/09/2003 - 08/23/2005
BRIDGE TRADING COMPANY (ST. LOUIS MO)
BOTH
Issued 09/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/21/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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