Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Lang is a registered investment advisor representative with Ameriprise Financial Services, LLC. Bruce has been in the industry since 2000 and has worked for several firms including Oppenheimer & Co. Inc., Stanford Group Company and UBS Financial Services Inc. Bruce holds the Series 7 and Series 66 licenses. Bruce's current employment is with Ameriprise Financial Services, LLC, where Bruce is registered with the state of Texas. Bruce specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation 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.
Asset allocation services
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
FL
06/06/2017 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
FL
03/24/2009 - 12/16/2016
OPPENHEIMER & CO. INC. (SARASOTA FL)
FL
08/20/2004 - 03/16/2009
STANFORD GROUP COMPANY (LONGBOAT KEY FL)
NJ
09/05/2003 - 09/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/09/2000 - 09/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bruce Lang is the right advisor for you? Invested Better is here to help.
