Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Corl is a financial professional with over 30 years of experience. Donald has been active in the industry since December 1982, working for various financial institutions including Waddell & Reed, Inc., IDS Marketing Corporation, and Medallion Investment Services, Inc. before joining Latitude Advisors, LLC in 2010. Donald is a Registered Investment Advisor Representative in Pennsylvania, and holds a Series 6, Series 63, and Series 65 licenses. Donald focuses on providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans.
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
FL
01/11/2010 - Present
Latitude Advisors, LLC (VERO BEACH FL)
PA
06/27/2003 - 11/10/2009
MEDALLION INVESTMENT SERVICES, INC. (HOLLIDAYSBURG PA)
IA
01/01/2002 - 07/03/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
02/13/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
09/04/1985 - 02/13/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
03/02/1983 - 10/09/1984
IDS MARKETING CORPORATION
NA
03/02/1983 - 10/09/1984
IDS/AMERICAN EXPRESS INC.
NA
02/01/1982 - 03/21/1983
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 10/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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