Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Long is an investment advisor representative with Alliancebernstein LP. William is a registered representative and investment advisor representative in New Jersey and New York. William has been working in the financial industry since 2017. William holds Series 7, 9, 10, 66, and 99 licenses and has experience working at J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Alliance Bernstein. William has a long history of providing financial advice and guidance to high net worth individuals, corporations, pension and profit sharing plans, investment companies, pooled investment vehicles, insurance companies, charitable organizations, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
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
NY
07/10/2024 - Present
Alliancebernstein LP (NEW YORK NY)
NY
09/29/2023 - 06/27/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/02/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
12/04/2017 - 04/30/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 02/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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