Unclaimed
Michael Lang is a financial advisor currently registered with Cetera Investment Advisers LLC. Michael has been in the industry since 2010 and holds a variety of licenses and certifications including Series 7, 24, 52, 53, and 66. Michael also has experience in real estate and law, which gives them a unique perspective on financial planning. Michael provides financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Cetera Investment Advisers LLC is a registered investment advisor with over $100 billion in assets under management. The firm offers a wide range of investment products and services, including financial planning, portfolio management, and retirement planning.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
10/06/2010 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
BOTH
Issued 3/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/11/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/9/2015
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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