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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Douglas Lang has been in the financial services industry since 1994. Jeffrey is currently registered with Citigroup Global Markets Inc. and holds Series 7, Series 6, and Series 63 licenses, along with the SIE exam. Jeffrey also holds the Series 65 license which allows Jeffrey to offer investment advisory services. Jeffrey's previous employers include Citicorp Investment Services, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., NEUBERGER BERMAN, LLC, and NEUBERGER BERMAN MANAGEMENT INC. Jeffrey is registered in 38 states and has been a registered representative in the securities industry since 1994. Jeffrey has experience in providing investment advice to individuals, businesses, corporations, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
NY
09/14/2023 - Present
Citigroup Global Markets Inc. (Glen Head NY)
NY
09/15/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (FOREST HILLS NY)
MA
10/20/2004 - 09/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/20/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/01/2000 - 09/24/2001
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
07/31/2000 - 09/24/2001
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
10/08/1994 - 08/01/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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