Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bryan Lange is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the industry since 2021. William specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. William is registered with the state of Pennsylvania. William is also a registered investment advisor in the state of Pennsylvania. William is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. in their Wayne, PA office. William's firm has over 10 Billion Dollars in assets under management. William has a series 66, Series 7TO, and SIE license.
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
PA
02/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
BOTH
Issued 10/1/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/14/2021
SIE - Securities Industry Essentials 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
Not sure William Lange is the right advisor for you? Invested Better is here to help.
