David Goller's Location
Santa Clarita, CA, US
David Goller's Work
- Employee @ Morgan Stanley
- Risk Officer @ Morgan Stanley
- Administrative Manager @ Merrill Lynch
- Director of Operations @ US Wealth Management
- Broker Dealer Operations Manager @ Partnervest Financial Group
- Tow @ Finestone & Associates LLC
- Administrative Manager @ Sutro & Co
- Senior Registered Sales Associate @ Merrill Lynch
David Goller's Education
- UCLA
Certificate (Business and Personal Financial Planning)
2001 - 2003 - California State University-Northridge
Bachelor of Arts (B.A.) (Radio and Television)
1985 - 1987
David Goller's Skills
- Series 7
- Series 63
- Wealth Management
- Mutual Funds
- Retirement Planning
- ETFs
- Morningstar
- Alternative Investments
- Asset Allocation
- Options
David Goller's Summary
David Goller, based in Santa Clarita, CA, US, is currently a Employee at Morgan Stanley Wealth Management, bringing experience from previous roles at Morgan Stanley Wealth Management, Merrill Lynch, US Wealth Management and Partnervest Financial Group. David Goller holds a 2001 - 2003 Certificate in Business and Personal Financial Planning @ UCLA. With a robust skill set that includes Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning and more, David Goller contributes valuable insights to the industry. David Goller has 2 emails on RocketReach.
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