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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Langs is a financial advisor with over 30 years of experience in the industry. Colleen is currently registered with Morgan Stanley in Roseville, California. Colleen also holds registrations in Texas and a number of other states. Colleen has previously worked at Charles Schwab & Co., Inc., Franklin/Templeton Distributors, Inc., Griffin Financial Services, Wells Fargo Securities Inc., Atlas Securities, Inc., Intercal Securities Co., Keogler, Morgan & Company, Inc., Royal Alliance Associates, Inc., and Kidder, Peabody & Co. Incorporated. Colleen has passed a variety of exams including Series 65, Series 63, Series 24, SIE, and Series 7. Colleen specializes in a variety of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
CA
01/17/2012 - Present
Morgan Stanley (Roseville CA)
CA
10/09/1998 - 01/19/2012
CHARLES SCHWAB & CO., INC. (ROSEVILLE CA)
CA
01/21/1998 - 08/19/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NA
12/02/1996 - 05/09/1997
GRIFFIN FINANCIAL SERVICES
CA
05/16/1994 - 11/20/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
02/19/1993 - 04/15/1994
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
05/19/1992 - 07/22/1992
INTERCAL SECURITIES CO. (SACRAMENTO CA)
GA
01/03/1991 - 05/11/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
10/16/1990 - 01/03/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
06/22/1988 - 03/23/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
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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