Donald R. Waller
Morgan Stanley
Financial Planner in San Luis Obispo, CA
Address:755 Santa Rosa St, Ste 200
San Luis Obispo, CA 93401
About Donald R. Waller
Donald Waller is a financial professional at Morgan Stanley located in San Luis Obispo, California. Donald Waller holds an industry securities registration subject to FINRA oversight having passed securities examinations including S1, S40, S5, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Donald Waller provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Donald Waller755 Santa Rosa St, Ste 200
San Luis Obispo, CA 93401
Phone Number:
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Website:
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