Unclaimed
Isaiah M. Langa is an Investment Advisor Representative at Ballentine Partners, a registered investment advisor firm in Waltham, MA. Isaiah has a Series 65 license and has been in the industry since 2019. Isaiah holds the Chartered Financial Analyst designation. Isaiah specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles and educational seminars. Isaiah previously worked at Merrimack Valley Financial, Cetera Financial Group, Canobie Lake Park, and Dracut Soccer Association. Isaiah holds a Bachelor of Science degree from the University of Massachusetts Lowell.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Project fees
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MA
07/15/2021 - Present
Ballentine Partners (Waltham MA)
IA
Issued 07/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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