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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ronald Langner is an investment advisor representative with over 20 years of experience in the financial industry. Mark Langner has a Series 7, Series 24, Series 63 and Series 65 license. Mark is registered with Morgan Stanley. Previously, Mark Langner was registered with DELAFIELD HAMBRECHT, INC., EPOCH PARTNERS, J.P. MORGAN SECURITIES INC., and HAMBRECHT & QUIST LLC. Mark Langner's professional experience includes time at Morgan Stanley Private Bank, National Association. Mark Langner has passed the Securities Industry Essentials Examination (SIE). Mark Langner is a registered investment advisor in California and Texas.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (San Francisco CA)
WA
04/08/2004 - 06/08/2004
DELAFIELD HAMBRECHT, INC. (SEATTLE WA)
MA
05/16/2000 - 07/17/2001
EPOCH PARTNERS (SOUTHBOROUGH MA)
NY
04/23/1999 - 03/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
05/30/1997 - 05/13/1999
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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