Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goldberger is a financial advisor registered with Williams Jones Wealth Management, LLC. David is registered with the state of New York. David has 2 product exams, 1 state exam and 1 designation. Before joining Williams Jones Wealth Management, LLC David was employed by CAPFINANCIAL SECURITIES, LLC., AXA ADVISORS, LLC and Morgan Stanley. David specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. David has experience serving high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations and businesses, and individuals other than high-net-worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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.
A percentage of the total value of assets under management is charged.
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NY
06/27/2022 - Present
Williams Jones Wealth Management, LLC (NEW YORK NY)
NY
10/31/2018 - 05/24/2022
CAPFINANCIAL SECURITIES, LLC. (Lake Success NY)
NY
04/28/2017 - 09/12/2017
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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