DANIEL LATHAM, CFP®

Financial Advisor

Senior Vice President - Investment Officer

Address: 226 CROCKER PARK BOULEVARD, SUITE 200 , WESTLAKE , OH 44145
Call: 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

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

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) Resident State: OH
DANIEL LATHAM: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : WESTLAKE Branch