Unclaimed
Amy Lang is a financial professional with over 6 years of experience in the financial services industry. Amy is currently registered with RBC Capital Markets, LLC. Amy specializes in various areas of financial services, including investment management, financial planning, and portfolio management. Amy has a strong background in securities and operations, having passed the Series 99 and SIE exams. Amy is dedicated to providing clients with comprehensive financial advice and guidance.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
MN
06/12/2014 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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