Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Long is an Investment Advisor Representative with Swan Capital, a registered investment advisor. Vicki has been working in the financial services industry since 2008. Vicki has worked for Michael Strapulous Dentistry, Ethos Group Compliance Solutions and Move/Life Change prior to working at Swan Capital. Vicki holds the Series 65 Uniform Investment Adviser Law Examination. Vicki's areas of expertise include financial planning, educational seminars and portfolio management for individuals and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/21/2024 - Present
Swan Capital (PENSACOLA FL)
IA
Issued 02/16/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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