Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny James Lattrell is a registered representative with SPC. Danny has been in the financial services industry since December 20, 1991. Danny is licensed to provide financial advice in Florida, Maine, New Hampshire, and Vermont. Danny works with a wide range of clients including individuals, businesses, and charitable organizations. Danny offers a variety of financial planning services, including portfolio management, financial planning, pension consulting, and educational seminars. Danny also provides consultation services. Danny's primary business is through SPC, however, Danny is also involved with several other organizations, including Lattrell Financial Services, Ann Arbor Annuity Exchange, WealthVest, Senior Market Sales, Senior Benefit Services, and The Thompson Agency.
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.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
06/07/2018 - Present
SPC (ANN ARBOR MI)
MI
02/11/2002 - 05/13/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CA
06/01/1996 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
01/25/1994 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
SD
11/27/1991 - 12/31/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
BOTH
Issued 05/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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