Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lattanzi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the financial industry since 2012. Daniel has a Series 63, Series 66, Series 7, and a SIE license. Daniel specializes in providing financial advice to a variety of clients, including individuals, corporations, and institutional investors. Daniel provides a wide range of services, including portfolio management, financial planning, and investment research. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel worked as an Investment Advisor at State Street Global Markets, LLC.
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
MA
03/05/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
09/24/2012 - 06/08/2015
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BOTH
Issued 08/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
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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