David Mikula
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David Mikula Email & Phone Number

Financial Advisor at Morgan Stanley
Location: Schenectady, New York, United States 2 work roles 1 school
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Current company
Morgan Stanley
Role
Financial Advisor
Location
Schenectady, New York, United States

Who is David Mikula? Overview

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Quick answer

David Mikula is listed as Financial Advisor at Morgan Stanley, based in Schenectady, New York, United States. AeroLeads shows a matched LinkedIn profile for David Mikula.

David Mikula previously worked as Financial Advisor at Edward Jones. David Mikula holds Bs, Natural Science from Daemen College.

Profile bio

About David Mikula

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Current workplace

David Mikula's current company

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Morgan Stanley
Morgan Stanley
Financial Advisor
2 roles

David Mikula work experience

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Financial Advisor

Current
Morgan Stanley

Morgan Stanley, member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via LinkedIn or its messaging systems. Morgan Stanley is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/msemail.htmlMorgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.

Nov 2010 - Present

Financial Advisor

Edward Jones
Aug 2000 - Nov 2010
1 education record

David Mikula education

  • Daemen College
    Daemen College
    Natural Science
FAQ

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Quick answers generated from the profile data available on this page.

What company does David Mikula work for?

David Mikula works for Morgan Stanley.

What is David Mikula's role at Morgan Stanley?

David Mikula is listed as Financial Advisor at Morgan Stanley.

Where is David Mikula based?

David Mikula is based in Schenectady, New York, United States while working with Morgan Stanley.

What companies has David Mikula worked for?

David Mikula has worked for Morgan Stanley and Edward Jones.

How can I contact David Mikula?

You can use AeroLeads to view verified contact signals for David Mikula at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did David Mikula attend?

David Mikula holds Bs, Natural Science from Daemen College.

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