Patrick E. Long
Professional summary
Patrick Eugene Long is a registered financial advisor currently at ASPIRE FINANCIAL, INC. located in Ebensburg, Pennsylvania and FUND INVESTORS, INC. located in Ebensburg, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Patrick has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Eugene Long's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2012 - Present
ASPIRE FINANCIAL, INC.
Office #1: 510 East High Street, Ebensburg, PA 15931June 23, 1997 - Present
FUND INVESTORS, INC.
Office #1: 510 East High Street, Ebensburg, PA 15931Office #2: 510 East High Street, Ebensburg, PA 15931State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/23/1997)
(1/4/2012)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
ASPIRE FINANCIAL, INC.
CRD#: 159581 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 189 |
| AUM (Assets Under Management) | $ 38,447,339 |
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