Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lang is a financial advisor with Oppenheimer & Co. Inc. Brian's professional career in the financial industry began in 2020. Brian has a Series 63, Series 79TO, Series 7TO, and SIE licenses and is registered with FINRA and the state of New York. Brian's firm, Oppenheimer & Co. Inc., is a large, established firm offering financial planning, pension consulting, and portfolio management services to a variety of client types, including high-net-worth individuals, corporations, and institutions.
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.
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.
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.
1
2
NY
08/31/2020 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BC
Issued 08/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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