Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaffie? Claim Your ProfileKaffie Danielle Latson is a financial professional with over 14 years of experience in the industry. Kaffie is currently registered with Osaic Wealth, Inc. and holds Series 7, Series 24, and Series 63 licenses. Kaffie previously worked with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., AXA Advisors, LLC, Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Kaffie specializes in providing financial planning, pension consulting and educational seminars.
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.
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.
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AZ
04/12/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
09/19/2019 - 04/19/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
09/17/2019 - 04/19/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
GA
05/10/2019 - 09/06/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/10/2019 - 09/06/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/10/2019 - 09/06/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
05/10/2019 - 09/06/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
03/01/2019 - 05/09/2019
AXA ADVISORS, LLC (ORLANDO FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
05/21/2008 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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