Unclaimed
Gabriel Milano is a financial professional with over 11 years of experience in the industry. Gabriel is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Gabriel previously held positions with TD Ameritrade, Inc. and New England Securities. Gabriel holds a Series 7 and Series 66 license as well as the SIE exam.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NV
08/21/2023 - Present
Charles Schwab & CO., Inc. (Las Vegas NV)
NV
12/05/2014 - 09/01/2023
TD AMERITRADE, INC. (LAS VEGAS NV)
NV
06/08/2012 - 12/08/2014
NEW ENGLAND SECURITIES (LAS VEGAS NV)
BOTH
Issued 08/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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