Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gretta is a financial professional with over 30 years of experience in the financial industry. Donald is registered as a Registered Representative with MML Investors Services, LLC in Center Valley, Pennsylvania. Donald has previously worked at Park Avenue Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Primevest Financial Services, Inc., and NYLife Securities Inc. Donald holds Series 6, 7, 22, 24, 63, and 66 securities licenses. Donald offers asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
12/04/2013 - Present
MML Investors Services, LLC (CENTER VALLEY PA)
PA
02/24/2009 - 03/01/2012
PARK AVENUE SECURITIES LLC (BLUE BELL PA)
PA
09/06/2006 - 02/09/2009
METLIFE SECURITIES INC. (ALLENTOWN PA)
PA
09/06/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALLENTOWN PA)
PA
05/21/2004 - 08/21/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ALLENTOWN PA)
NY
02/06/1989 - 06/01/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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