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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Langer is a financial advisor at Morgan Stanley. Brian has over 20 years of experience in the financial services industry. Brian is registered with the state of New Jersey and New York as an Investment Advisor Representative and is also registered in Texas. Brian has a Series 7, Series 63 and Series 65 license. Brian is a registered representative of Morgan Stanley Smith Barney and holds the SIE license. Brian has a history of working with various clients including corporations, individuals, insurance companies, charitable organizations, and pension plans. Brian specializes in providing financial planning, asset allocation advice and portfolio management services.
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
NY
08/31/2011 - Present
Morgan Stanley (New York NY)
NY
08/29/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/04/2001 - 08/25/2006
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
NY
07/11/2001 - 09/07/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/07/1999 - 02/21/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
01/01/1999 - 06/07/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
IA
Issued 10/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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