Unclaimed
Jeffrey Lang is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Ausdal Financial Partners, Inc. and has previously been registered with firms including FORTUNE FINANCIAL SERVICES, INC., STERNE AGEE FINANCIAL SERVICES, INC., WRP INVESTMENTS, INC., SECURITIES AMERICA, INC., BRECEK & YOUNG ADVISORS, INC., DONAHUE SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Jeffrey holds Series 6, Series 63 and SIE licenses. Jeffrey specializes in providing financial planning and portfolio management services to individuals, corporations, and other businesses.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
OH
07/02/2024 - Present
Ausdal Financial Partners, Inc. (Sandusky OH)
OH
10/03/2014 - 07/03/2024
FORTUNE FINANCIAL SERVICES, INC. (Sandusky OH)
OH
09/12/2014 - 10/24/2014
STERNE AGEE FINANCIAL SERVICES, INC. (SANDUSKY OH)
OH
02/15/2013 - 09/12/2014
WRP INVESTMENTS, INC. (SANDUSKY OH)
OH
01/23/2009 - 02/15/2013
SECURITIES AMERICA, INC. (SANDUSKY OH)
OH
03/06/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SANDUSKY OH)
OH
02/28/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MA
08/27/1993 - 04/03/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/1993 - 04/03/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lang is the right advisor for you? Invested Better is here to help.