Donna CacciaCRD Number: 4579319
Current Firm: Msi Financial Services, Inc.
Donna Caccia (CRD# 4579319) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Warwick, RI and has over 14 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|Metlife Securities Inc.||Warwick, RI||Jan 2015 - Current||1|
|New England Securities||Boston, MA||Jan 2012 - Current||4|
|Cayer Caccia LLP||Warwick, RI||Jul 2003 - Current||13|
|Cssc Brokerage Services, Inc.||Warwick, RI||Mar 2007 - Dec 2011||4|
|Cssc Investment Advisory Services||Warwick, RI||Dec 2001 - Dec 2011||10|
|Mutual Service Corporation||Providence, RI||Aug 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV