Unclaimed
Peter Lang is an active investment advisor representative with over 30 years of experience in the industry. Lang currently works at Hightower Advisors, LLC in Rye, New York. Lang has experience with several firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Lehman Brothers Inc. Lang's previous registrations include both Broker-Dealer and Investment Advisor. Lang holds Series 7, 31, 63, and 65 securities licenses, and the Series SIE. Lang has specializations in portfolio management for individuals, businesses, and investment companies. Lang is currently registered as an investment advisor representative in New Jersey and New York.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (RYE NY)
NY
06/01/2009 - 03/12/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
NY
01/22/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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