Josh Long Email & Phone Number
Regional Director- Business Development @ Precoa
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Josh Long Location
- Tampa, FL, US
Josh Long Work
- 2020 - now Regional Director- Business Development @
- 2019 - now Owner @ Salt Luxury Charters
- 2018 - now Owner @ Ebanks Watersports
- 2018 - now Owner @ Ebanks Watersports
- 2012 - now Branch Manager @
- 2010 - 2012 Service and Sales Coaching @
- 2006 - 2010 Investor Services Team Manager @
- 2004 - 2006 Investment Consultant @
- 2001 - 2004 Investment Representative @
Josh Long Education
- University of Nebraska-Lincoln
Bachelor of Applied Science (BASc) (Finance, General)
1997 - 2001
Josh Long Skills
- Series 63
- Series 7
- Mutual Funds
- Retirement Planning
- FINRA
- Securities
- Investments
- Wealth Management
- Financial Services
- Asset Management
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Uniform Combined State Law
- Series 24
- Risk Management
- Investment Advisory
- Retirement
- IRAs
- 401k
- Equities
- Options
- Financial Advisory
- Coaching
- High Net Worth Individuals
- Strategic Financial Planning
- Relationship Management
- Fixed Annuities
- Trading
- Investment Management
- Financial Planning
- Series 66
- Alternative Investments
- Sales Management
- Fixed Income
- Budgets
- Series 6
- Bonds
- Series 4
- Sales Leadership
- Budgeting
- Services
Josh Long Summary
- Josh Long, based in Tampa, FL, US, is currently a Regional Director- Business Development at Precoa. Josh Long brings experience from previous roles at Salt Luxury Charters, Ebanks Watersports and TD Ameritrade. Josh Long holds a 1997 - 2001 Bachelor of Applied Science (BASc) in Finance, General @ University of Nebraska-Lincoln. With a robust skill set that includes Series 63, Series 7, Mutual Funds, Retirement Planning, FINRA and more. Josh Long has 2 emails and 1 mobile phone numbers on RocketReach.
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