Unclaimed
Kai Langenberg is a registered representative with J.P. Morgan Securities LLC. Kai has been working in the financial industry since January 2006. Kai is licensed in California and Texas. Kai holds a Series 7, 6, 63, and 66 license. Kai is also a registered investment advisor in California and Texas. Kai has experience working at other firms, including Farmers Financial Solutions, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/13/2021 - Present
J.p. Morgan Securities LLC (SALINAS CA)
CA
10/13/2016 - 07/09/2018
FARMERS FINANCIAL SOLUTIONS, LLC (EMERYVILLE CA)
CA
06/11/2014 - 09/24/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
01/04/2007 - 12/31/2013
FARMERS FINANCIAL SOLUTIONS, LLC (WLANUT CREEK CA)
CA
05/21/2003 - 12/31/2006
FARMERS FINANCIAL SOLUTIONS, LLC (WALNUT CREEK CA)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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