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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Christopher Megliola is a financial advisor who has been in the industry since 1998. He is currently registered with Cambridge Investment Research Advisors, Inc. in Virginia and Texas. Donald has experience working with a range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Donald specializes in providing financial planning, portfolio management for individuals and businesses, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
03/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (RESTON VA)
VA
11/22/2006 - 03/26/2014
FULCRUM SECURITIES, LLC (RESTON VA)
VA
06/18/2002 - 12/31/2006
ING FINANCIAL PARTNERS, INC. (RESTON VA)
NY
03/05/1998 - 07/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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