CLU & ChFC (Finance and Financial Management Services)
1996 - 2000
College for Financial Planning
CFP® (Financial Planning)
1992 - 1995
Bryant University
Bachelor’s Degree (Finance)
1975 - 1979
Cranston High School East
High School Diploma (college prep)
1971 - 1974
Gerald Long Skills
Retirement Planning
Wealth Management
Asset Allocation
Wealth
Securities
Risk Management
Financial Services
Retirement
Long Term Care
Portfolio Management
Gerald Long Summary
Gerald Long, based in Providence, RI, US, is currently a Company Owner at Long Wealth Management. Gerald Long brings experience from previous roles at Ameriprise Financial Advisors and The Providence Journal. Gerald Long holds a 1996 - 2000 CLU & ChFC in Finance and Financial Management Services @ American College. With a robust skill set that includes Retirement Planning, Wealth Management, Asset Allocation, Wealth, Securities and more. Gerald Long has 2 emails and 1 mobile phone numbers on RocketReach.
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