Unclaimed
Abigail Langenderfer is a financial advisor with Raymond James & Associates, Inc. located in BOCA RATON, FL. Abigail holds both Series 63 and Series 65 licenses and has worked in the financial industry for over 2 years. Abigail has also worked with Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Prior to her career in finance, Abigail worked in various roles, including at Great Jones and Colgate University. Abigail specializes in financial planning, portfolio management, and selection of other advisers. Abigail Langenderfer is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/03/2023 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
NY
04/07/2021 - 06/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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