Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Caccia is a registered representative with MML Investors Services, LLC in Warwick, Rhode Island. Donna has 20 years of experience in the securities industry. Donna has been with MML Investors Services, LLC since March 2017. Donna also has experience with MSI Financial Services, Inc., New England Securities, CSSC Brokerage Services, Inc., and Mutual Service Corporation. Donna has passed the Series 66, Series 24, SIE, and Series 7 exams. Donna is registered to provide securities-related services in Connecticut, Florida, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Rhode Island, Vermont, and Virginia. Donna also has experience in a variety of other business activities, including insurance brokerage, real estate, accounting, and tax preparation.
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.
Asset allocation programs
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.
Solicitors fees
1
2
RI
03/25/2017 - Present
MML Investors Services, LLC (WARWICK RI)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
RI
01/09/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WARWICK RI)
RI
03/21/2007 - 12/31/2011
CSSC BROKERAGE SERVICES, INC. (WARWICK RI)
RI
09/27/2002 - 03/21/2007
MUTUAL SERVICE CORPORATION (PROVIDENCE RI)
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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