Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene McGrath is a registered investment advisor representative at Latitude Advisors, LLC. Darlene has been in the financial industry since 2022. Darlene holds a Series 66, Series 7TO, and SIE license and is registered in Illinois, Indiana, Michigan, and Missouri. Darlene McGrath is also a Certified Public Accountant with an accounting and tax practice in Steger, IL. Darlene McGrath provides financial planning services and investment management for individuals, families, and small businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
IL
11/29/2022 - Present
Latitude Advisors, LLC (Steger IL)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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