Terry J. Lang
Professional summary
Terry Joseph Lang is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Jefferson, Iowa.
Terry is registered as a RR (Registered Representative) and started their career in finance in 1982. Terry has worked at 14 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terry Joseph Lang's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2021 - Present
FORTUNE FINANCIAL SERVICES, INC.
June 8, 2015 - April 9, 2021
OSAIC FS, INC.
July 1, 2011 - January 15, 2015
MWA FINANCIAL SERVICES INC.
October 1, 2009 - April 5, 2011
SCF SECURITIES, INC.
December 15, 2004 - September 15, 2009
FSB PREMIER WEALTH MANAGEMENT, INC.
November 16, 1998 - December 31, 2004
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 27, 1997 - November 19, 1998
HEARTLAND INVESTMENT ASSOCIATES, INC.
May 22, 1990 - December 30, 1996
SII INVESTMENTS, INC.
April 9, 1990 - May 11, 1990
ROBERT W. BAIRD & CO. INCORPORATED
March 6, 1990 - May 11, 1990
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 9, 1986 - December 21, 1989
NEW ENGLAND SECURITIES
June 24, 1983 - November 16, 1989
G. R. PHELPS & CO., INC.
May 24, 1983 - December 20, 1985
WOODBURY FINANCIAL SERVICES, INC.
October 13, 1982 - June 20, 1983
PRINCIPAL SECURITIES, INC.
April 26, 1982 - November 16, 1989
G. R. PHELPS & CO., INC.
April 8, 1982 - June 17, 1983
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/4/2021)
Exams
FINRA
Current Firm
FORTUNE FINANCIAL SERVICES, INC.
CRD#: 42150 / SEC#: , 8-49727
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DANIELS, BLAKE WILLIAM | CHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO | 1285106 |
| DANIELS, BRIAN LEE | OWNER | 1213561 |
| BENTLEY, GREGORY JOHN | PRESIDENT, CHIEF EXECUTIVE OFFICER | 705379 |
| PINTARIC, WILLIAM RICHARD JR | CHIEF COMPLIANCE OFFICER | |
| WHITENACK, MITCH LEE | CHIEF OPERATIONS OFFICER, FINOP, PFO, POO | 4794021 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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