Unclaimed
Thomas Langer is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Neptune Beach, Florida. Thomas has been in the financial services industry since March 13, 2013. Thomas is a Registered Representative and Investment Advisor Representative. Thomas is licensed to provide investment advice in California, Florida, Georgia, Illinois, Kansas, New Mexico, North Carolina, and South Carolina. Thomas has worked for a number of firms in the past, including LPL Financial LLC, WELLS FARGO ADVISORS, LLC, and WADDELL & REED, INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/12/2022 - Present
Raymond James Financial Services Advisors, Inc. (Neptune Beach FL)
FL
05/23/2016 - 10/25/2022
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
11/13/2012 - 12/12/2014
WELLS FARGO ADVISORS, LLC (ORANGE PARK FL)
SC
08/02/2010 - 09/07/2011
WADDELL & REED, INC. (COLUMBIA SC)
BOTH
Issued 09/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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