Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Millington is a financial advisor with over 20 years of experience in the industry. David has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David is currently registered with Gladstone Wealth Partners and is also a registered investment advisor through Gladstone Institutional Advisory, LLC. David is committed to providing his clients with personalized financial advice and investment management services. David holds the Series 7, 63, 31, 52, 55, 57, and SIE licenses. David also holds the Certified Financial Planner designation.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/25/2022 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
IL
11/16/2007 - 06/22/2021
UBS FINANCIAL SERVICES INC. (BARRINGTON IL)
IL
04/02/2007 - 11/20/2007
MORGAN STANLEY & CO., INCORPORATED (BARRINGTON IL)
IL
02/06/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BARRINGTON IL)
IL
08/26/2002 - 12/13/2002
NT SECURITIES LLC (CHICAGO IL)
IL
03/13/2000 - 06/26/2002
PETERS SECURITIES CO., LP (CHICAGO IL)
MI
07/30/1999 - 03/01/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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