Unclaimed
Keith Langan is a registered representative with Columbia Management Investment Advisers, LLC. Keith has been in the financial industry since February 2006. Keith has a Series 66 and Series 65 license. Keith is registered with the states of Indiana, Kentucky and Ohio. Keith was previously employed by BNY Mellon Securities Corporation, Prudential Investment Management Services LLC, Riversource Fund Distributors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/25/2020 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
07/11/2014 - 12/16/2019
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
NJ
04/12/2010 - 07/18/2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
02/20/2008 - 04/06/2010
RIVERSOURCE FUND DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/17/2007 - 02/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
09/08/2005 - 08/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
MN
09/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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