Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donato? Claim Your ProfileDonato Moneta is a financial advisor with Mariner Wealth Advisors. Donato has been in the financial industry for several years. Donato is licensed to provide investment advice in the state of New York. Donato holds Series 7TO and Series 66 securities licenses and a SIE exam. Donato also holds the Certified Financial Planner designation. Donato has worked with numerous clients including high net worth individuals, corporations, and trusts. Donato previously worked at LEBENTHAL FINANCIAL SERVICES, INC. Mariner Wealth Advisors provides a variety of financial planning and investment management services. The firm manages over $81 billion in assets for its clients.
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.
Family office services
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.
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NY
12/21/2023 - Present
Mariner Wealth (New York NY)
NY
06/08/2020 - 12/31/2022
LEBENTHAL FINANCIAL SERVICES, INC. (JERICHO NY)
BOTH
Issued 06/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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