Gerald Long Email & Phone Number
Company Owner @ LPL Financial
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Gerald Long Location
- Providence, RI, US
Gerald Long Work
- Company Owner @ (July 2010 - Present)
- CFP®, ChFC®, CLU® @ Ameriprise Financial Advisors (March 1991 - July 2010)
- District Manager @ (September 1979 - July 1987)
Gerald Long Education
- American College
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
- Business Planning
- Investment Advisory
- Financial Advisory
- Finance
- Fixed Annuities
- Asset Management
- Insurance
- Small Business
- 401k
- Investment Strategies
- Mutual Funds
- Series 63
- Investment Management
- Saving for Education
- Retirement Income Strategies
- Insurance Planning
- Financial Goals
- FINRA
- IRAs
- High Net Worth Individuals
- Asset
- Series 7
- Commerce
- Customer Service
- Estate Planning
- Leadership
- Planning
- Income Tax
- Investments
- Mortgage Lending
- Financial Planning
- Project 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 1 emails and 1 mobile phone numbers on RocketReach.
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