DANIEL LATHAM, CFP®
Financial Advisor
Senior Vice President - Investment Officer
Address:
226 CROCKER PARK BOULEVARD, SUITE 200
,
WESTLAKE
,
OH
44145
Phone: 440-925-4309 | 800-262-6564 Fax: 440-925-4353
Email: daniel.latham@wellsfargoadvisors.com Compose mail in a new window
Phone: 440-925-4309 | 800-262-6564 Fax: 440-925-4353
Email: daniel.latham@wellsfargoadvisors.com Compose mail in a new window
My Commitment to You
My Associate(s):
Cheryl Messer, Senior Client Associate
;
Courtney Weber, Client Associate
My Experience
- 06/2016 - Present : Wells Fargo Advisors, Financial Advisor
- 03/2008 - 06/2016 : UBS Financial Services, Inc., Financial Advisor
- 09/1993 - 03/2008 : Citgroup Gloabl Markets, Inc, Financial Advisor
My Education & Credentials
- Bachelor of Science in Psychology, Trinity College Hartford, CT
Securities Registered in the following states:
AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Insurance licensed in the following states: CA (Lic. # 0C93412)
DANIEL LATHAM: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : WESTLAKE Branch
Insurance licensed in the following states: CA (Lic. # 0C93412)
DANIEL LATHAM: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : WESTLAKE Branch
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