Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jay Metter is a financial advisor who has been in the industry since 1993. Currently, Donald is registered with RBC Capital Markets, LLC in Illinois and Texas. Donald has held previous positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, Tucker Anthony Incorporated, and Principal Financial Securities, Inc. Donald holds Series 63, Series 66, Series 7 and Series 31 licenses as well as the SIE designation. Donald offers financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals, businesses and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IL
08/26/2019 - Present
RBC Capital Markets, LLC (CHICAGO IL)
IL
06/01/2009 - 08/28/2019
MORGAN STANLEY (DEERFIELD IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
09/06/2005 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
MO
09/22/2000 - 09/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
01/27/1998 - 10/03/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
TX
03/01/1996 - 02/20/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
02/19/1993 - 03/18/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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