Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Meckel is a registered representative with Charles Schwab & CO., Inc. Donald is a licensed Investment Advisor Representative in Colorado and Connecticut and has been in the industry since September 2006. Donald has passed the Series 63, 66 and 7 exams as well as the Securities Industry Essentials exam. Donald is registered in 53 states and territories and has passed the Series 66 and 63 exams. Donald is affiliated with Charles Schwab & CO., Inc. in West Hartford, Connecticut.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CT
06/20/2023 - Present
Charles Schwab & CO., Inc. (West Hartford CT)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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