Unclaimed
Greg Dangar is a financial professional with over 20 years of experience in the industry. Greg has worked for a variety of firms, including American General Securities Incorporated, AIG Financial Advisors, Inc., and Medallions Investment Services, Inc., before joining Latitude Advisors, LLC in 2010. Greg is registered with FINRA as a registered representative and holds Series 6, 63, and 65 licenses. Greg is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Greg specializes in providing financial advice to individuals, families, and businesses. Greg has a deep understanding of the financial markets and a proven track record of success. Greg is a trusted advisor who is committed to providing his clients with the best possible service.
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
09/15/2015 - Present
Latitude Advisors, LLC (VERO BEACH FL)
GA
01/05/2009 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (WOODSTOCK GA)
GA
10/31/2008 - 12/31/2008
AIG FINANCIAL ADVISORS, INC. (WOODSTOCK GA)
GA
01/30/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WOODSTOCK GA)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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