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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lang is a financial advisor with Ameriprise Financial Services, LLC. Kevin Lang has been in the industry since August 1996. Kevin Lang is registered as a Registered Representative in CA and TX. Kevin Lang is also a Certified Financial Planner. Ameriprise Financial Services, LLC is a large firm with approximately $1 billion to $10 billion in assets under management and 140,938 clients. The firm provides a wide range of services, including financial planning, portfolio management for businesses and individuals, and educational seminars. Kevin Lang is committed to providing personalized financial advice to help clients achieve their financial goals.
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
CA
08/03/2023 - Present
Ameriprise Financial Services, LLC (CAMPBELL CA)
MN
10/07/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
07/22/1997 - 10/22/1997
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
03/31/1997 - 05/30/1997
HOTOVEC POMERANZ & CO., INC. (SAN FRANCISCO CA)
CA
02/06/1997 - 04/07/1997
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MO
05/20/1996 - 01/07/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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