Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marchetti is a financial professional with over 5 years of experience in the financial services industry. She currently works for Avantax Investment Services, Inc. and is registered in New Jersey. Prior to her current role, Donna held positions at 1st Global Capital Corp. and J.P. Morgan Securities LLC. Donna holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
NJ
10/25/2019 - Present
Avantax Investment Services, Inc. (MOUNT ARLINGTON NJ)
NJ
10/01/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)
NJ
10/31/2014 - 10/07/2015
J.P. MORGAN SECURITIES LLC (HACKETTSTOWN NJ)
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Marchetti is the right advisor for you? Invested Better is here to help.
