Kristine LongCRD Number: 7030441
Current Firm: Equitable Advisors, LLC
Kristine Long (CRD# 7030441) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 3 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Hnp Capital LLC
|Equitable Advisors, LLC||New York, NY||Nov 2019 - Current||3|
|Equitable Advisors, LLC||New York, NY||Sep 2014 - Current||8|
|Axa Advisors||New York, NY||Nov 2019 - Jun 2020||< 1|
|Axa Equitable||New York, NY||Sep 2014 - Jun 2020||5|
|University Of Rochester||Rochester, NY||Mar 2003 - Sep 2014||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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