Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Doll has been a registered representative in the securities industry since 1990. David has a long history with Morgan Stanley, having joined in 2009. Prior to that, David worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. David has worked with a range of clients, including individuals, high-net-worth individuals, investment companies, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. David is licensed in several states, including Florida, Georgia, Texas, and others. David has extensive experience in investment advisory services, including portfolio management, asset allocation advice, and financial planning. David's specialties include asset allocation advice, financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
10/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
05/01/1990 - 10/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
IA
Issued 08/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Doll is the right advisor for you? Invested Better is here to help.
