Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Calcagni is a financial advisor with Mercer Global Advisors Inc., located in State College, PA. Donald has been in the industry since June 2000 and holds the Series 63, Series 65 and Series 7 licenses. Donald is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Donald has previously worked at USALLIANZ SECURITIES, INC., AXA ADVISORS, LLC and HACKETT ASSOCIATES, INC..
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.
Trust services, estate planning, tax return preparation, consultation
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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2
PA
05/05/2014 - Present
Mercer Global Advisors Inc. (State College PA)
MN
01/15/2003 - 12/31/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
09/06/2001 - 01/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
PA
06/06/2000 - 08/30/2001
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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