Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald J. Cregg is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Donald has been in the financial services industry since July 3, 2001. Before joining Merrill Lynch, Donald worked at BANC OF AMERICA INVESTMENT SERVICES, INC., UST SECURITIES CORP., and STATE STREET GLOBAL MARKETS, LLC. Donald holds the Series 63, Series 65, Series 66, and Series 7 licenses. Donald specializes in retirement planning, college savings, estate planning, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
01/15/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
03/03/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CT
04/20/2004 - 03/04/2008
UST SECURITIES CORP. (STAMFORD CT)
MA
01/18/2001 - 11/04/2003
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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