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Donna Marie Meere

Kestra Investment Services, LLC

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About Donna Marie Meere

Donna Marie Meere is a financial professional with over 30 years of experience in the industry. Donna is currently registered with Kestra Investment Services, LLC and is located in Merrick, New York. Donna's career began in 1988 and she has worked with LPL FINANCIAL LLC and Kestra Investment Services, LLC. Donna holds the Series 6, Series 7, and SIE licenses.

Firm Information

Donna Meere is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donna Meere’s Registration & Firm History

NY

02/21/2018 - Present

Kestra Investment Services, LLC (Merrick NY)

NY

03/12/2015 - 02/27/2018

LPL FINANCIAL LLC (MERRICK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Marie Meere.
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