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Securities offered through
ValMark Securities, Inc.
Member FINRA SIPC.
Advisory services
offered through
Sequoia Financial Advisors, LLC,
an SEC Registered
Investment Advisor.
Sequoia Financial Group, LLC
and related entities are separate
entities from ValMark Securities,
Inc. and ValMark Advisers, Inc.
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Team
Joseph Long - Financial Planner
330.255.4328 jlong@sequoia-financial.com
Contributions - Joe joined the firm in 1995 as a research assistant and has since assumed
the role of Financial Planner. He coordinates office operations, client services initiatives
and manages our information systems. Joe also works with individuals to develop and meet their
financial planning goals.
Qualifications
- Joe earned his BS degree in finance from the University of Akron in 1996. He is registered as a Series 63
Uniform Securities Agent and Series 7 General Securities Representative with ValMark Securities, Inc.,
a FINRA-registered broker/dealer. He is currently completing coursework towards his Chartered Financial
Consultant (ChFC) designation.
Personal Notes - Joe lives in
Munroe Falls, Ohio with his wife Molly and
children Matt, Mike and Amanada. Joe
enjoys family activities, is an avid
softball player, and can occasionally be
found hunting for his ball on the golf
course.
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