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James Henry Lang is a financial advisor with Ameriprise Financial Services, LLC. James is based in GRAND BLANC, MI and has been in the financial industry since 1996. James is registered with FINRA and the state of Michigan. James has passed the Series 7, Series 63, Series 66, and SIE exams. James specializes in providing financial planning, portfolio management for individuals and businesses, asset allocation services, and pension consulting. James also provides educational seminars and publications. Prior to joining Ameriprise Financial Services, LLC, James was employed by IDS LIFE INSURANCE COMPANY in Minneapolis, MN.
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.
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2
MI
08/05/2010 - Present
Ameriprise Financial Services, LLC (GRAND BLANC MI)
MN
11/13/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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