Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Lattarulo is an investment advisor representative with Missionsquare Retirement. Daniel has been in the industry since 2013. He is registered with the state of Virginia. Daniel previously worked at UBS Financial Services Inc., Morgan Stanley, SunTrust Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
DC
05/19/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
VA
08/11/2020 - 05/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
VA
06/20/2018 - 07/17/2020
SUNTRUST INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
07/26/2017 - 05/22/2018
MORGAN STANLEY (VIRGINIA BEACH VA)
VA
09/04/2014 - 04/04/2016
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
VA
07/12/2013 - 08/27/2014
INVESTORS CAPITAL CORP. (PORTSMOUTH VA)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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