Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you My? Claim Your ProfileMy Huynh-truong Lang is an investment advisor representative at Ameriprise Financial Services, LLC. My has been in the securities industry for 13 years. My's current office is located in Campbell, CA, but they have also held positions in San Francisco and Glendale, CA. My has a combined total of 6 prior registrations, including SVB Securities, Alliant Partners, UBOC Investment Services, Hotovec Pomeranz & Co., First Allied Securities, and Round Hill Securities. My has passed exams for Series 7, Series 63, Series 66, and Series 27. My holds a current registration in California, which is active for both Broker-Dealer and Investment Advisor. My holds a current registration with FINRA and the state of California, which is also active. My's specializations include: securities, investment advisory services, financial planning, retirement planning, education savings plans, insurance, and annuities. My's primary business is financial planning and investment advice for individuals, high-net-worth individuals, corporations, and other businesses. My also provides pension consulting and educational seminars.
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.
1
2
CA
05/10/2017 - Present
Ameriprise Financial Services, LLC (CAMPBELL CA)
CA
09/23/2005 - 05/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
09/16/2002 - 09/16/2003
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)
CA
06/07/2000 - 07/10/2002
ALLIANT PARTNERS (SAN FRANCISCO CA)
CA
04/17/1998 - 06/17/1998
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
CA
03/31/1997 - 09/22/1997
HOTOVEC POMERANZ & CO., INC. (SAN FRANCISCO CA)
CA
09/16/1996 - 04/07/1997
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/06/1996 - 09/12/1996
ROUND HILL SECURITIES, INC. (ALAMO CA)
BOTH
Issued 08/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure My Lang is the right advisor for you? Invested Better is here to help.
