Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven V Lang is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the securities industry since July 16, 2004, and has held previous positions with BANC OF AMERICA INVESTMENT SERVICES, INC., COLUMBIA FUNDS DISTRIBUTOR, INC., and BACAP DISTRIBUTORS, LLC. Steven is registered with the state of Kentucky for Investment Advisor Representative services and North Carolina and Texas for Securities Representative services. Steven also holds Series 66, SIE, and Series 7 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
10/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
03/23/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
08/10/2004 - 03/09/2005
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NC
07/16/2004 - 08/17/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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