Profiel
Mr. Donald C.
Megliola is Co-Founder & Senior Managing Director at Fulcrum Securities LLC.
In 1997, Mr. Megliola began his career as an Investment Professional at Prudential Securities Inc., under the leadership of J.
Patrick Kearns.
Then, in 2002, he opened his own retirement planning practice in Reston, Virginia and has spent the past four years running an independent practice through ING Financial Partners.
In 2003, he has finally reunited with his long time colleague and mentor Pat Kearns, and founded Fulcrum.
Mr. Megliola received his B.S.
degree in Business and Finance, Cum Laude, from Cornell University.
Eerdere bekende functies van Donald Christopher Megliola
| Bedrijven | Functie | Einde |
|---|---|---|
Fulcrum Securities LLC
 Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Oprichter | 01-03-2014 |
| Prudential Securities | Corporate Officer/Principal | 31-12-2001 |
Voya Financial Advisors, Inc.
 Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Corporate Officer/Principal | - |
Opleiding van Donald Christopher Megliola
| Cornell University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
| Prudential Securities | Finance |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Finance |
Fulcrum Securities LLC
Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Finance |
