Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lang? Claim Your ProfileLang Adams is a financial advisor with over 10 years of experience in the industry. Lang is currently registered with Osaic Wealth, Inc. and has previously held positions at Signator Investors, Inc., Transamerica Financial Advisors, Inc and Raymond James & Associates, Inc. Lang is a Series 7, 24 and 66 licensed advisor. Lang offers financial planning, pension consulting and portfolio management services to individuals, businesses, pension and profit sharing plans, charitable organizations and high-net-worth individuals.
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.
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
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
06/04/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
04/30/2007 - 05/29/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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