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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 L. Meccia has been in the financial services industry since November 1998. Donald currently works with Morgan Stanley and is registered in New Mexico and Texas. Donald has experience with a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, O'Neil Securities, Incorporated, and BNY ESI & CO., INC. Donald has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, the Foreign Currency Options Examination, the National Commodity Futures Examination, and the Interest Rate Options Examination.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NM
07/11/2016 - Present
Morgan Stanley (Santa Fe NM)
CA
08/25/2010 - 04/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
MA
07/03/2001 - 02/12/2010
O'NEIL SECURITIES, INCORPORATED (BOSTON MA)
NY
01/13/2000 - 07/13/2001
BNY ESI & CO., INC. (NEW YORK NY)
NA
02/19/1986 - 07/17/1987
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 01/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 01/15/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/06/1985
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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