Unclaimed
Paul Lang is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the financial services industry since 1983. Paul is licensed in 28 states to provide financial advice. Paul is licensed in Georgia and Texas as a registered representative, and is also a licensed investment advisor representative in Georgia and Texas. Paul specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
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2
GA
06/16/2017 - Present
Ameriprise Financial Services, LLC (Roswell GA)
GA
04/19/1983 - 06/19/2017
EDWARD JONES (ROSWELL GA)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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