Unclaimed
Thomas Donato is a financial professional with over 18 years of experience in the securities industry. He has held various roles in the industry including at Cuttone & Co., Inc. and currently works at Meridian Equity Partners, Inc. Thomas has a strong background in trading, operations, and securities regulations, and is licensed to conduct business in Connecticut, New Jersey, and New York.
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
05/20/2005 - Present
Meridian Equity Partners, Inc. (NEW YORK NY)
NY
09/23/2004 - 05/23/2005
CUTTONE & CO., INC. (NEW YORK NY)
BC
Issued 03/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/08/2005
Series 25 - NYSE Trading Assistant Examination
BC
Issued 01/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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