Unclaimed
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.
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
NY
02/21/2018 - Present
Kestra Investment Services, LLC (Merrick NY)
NY
03/12/2015 - 02/27/2018
LPL FINANCIAL LLC (MERRICK NY)
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
Active
Inactive
F
FINRA
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