Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Latte is a financial professional with over five years of experience in the industry. David is currently registered with Vienna Capital Partners LLC, where David has been employed since October 2023. Prior to that, David was employed by SW Financial and Worden Capital Management LLC. David holds a Series 7, Series 63, and SIE licenses. David is registered in 13 states and the District of Columbia. David has a broad knowledge of the financial markets and is committed to providing clients with personalized financial advice.
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.
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.
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NY
10/31/2023 - Present
Vienna Capital Partners LLC (NEW YORK NY)
NY
12/10/2019 - 09/14/2022
SW FINANCIAL (NEW YORK NY)
NY
04/04/2017 - 12/10/2019
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
BC
Issued 04/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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