Unclaimed
Paul Lang is a Registered Representative and Investment Advisor Representative with J.P. Morgan Securities LLC. Paul is a financial professional with over 29 years of experience in the securities industry. Paul has offices in Brookfield, WI and Milwaukee, WI. Paul has passed multiple industry exams including the Series 6, Series 7, Series 63, Series 65 and the SIE exam. Paul is licensed to provide investment advice and securities services in multiple states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin. Paul has been a registered representative and investment advisor representative with J.P. Morgan Securities LLC since October 2012. Prior to that, Paul worked with Chase Investment Services Corp. from July 2005 to October 2012. Paul is a musician and plays in a band called Rum Line. Paul is a dedicated professional and is committed to providing excellent service to his clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
10/01/2012 - Present
J.p. Morgan Securities LLC (MILWAUKEE WI)
WI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKFIELD WI)
IL
11/15/1993 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Lang is the right advisor for you? Invested Better is here to help.