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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lang is a financial advisor with Morgan Stanley, where he has been with the firm since June 2009. Adam is a Certified Financial Planner and has been in the industry since September 2006. He is licensed to sell securities and investment advisory services in 53 states and the District of Columbia. Adam Lang offers a range of financial services to his clients, including financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, and pension consulting. Adam is committed to providing his clients with personalized service and a comprehensive approach to their financial needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/17/2018 - Present
Morgan Stanley (Boca Raton FL)
NY
02/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
07/28/2006 - 01/03/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 02/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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