Unclaimed
Gabriel Millar is a financial advisor with D.a. Davidson & Co. and has been in the industry since 2018. Gabriel is registered to provide investment advice and securities services in Arizona, California, Connecticut, Idaho, Michigan, Montana, Oregon, Pennsylvania, and Washington. Gabriel has a strong background in financial planning and portfolio management for individuals and businesses. Gabriel is also an experienced financial educator and has conducted educational seminars on a variety of financial topics. Prior to joining D.a. Davidson & Co., Gabriel worked with Velox Clearing, LLC and Velox Securities, Inc.. Gabriel attended the University of Montana and has a strong understanding of the financial markets.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
CA
03/01/2021 - Present
D.a. Davidson & Co. (Claremont CA)
CA
05/30/2018 - 03/26/2019
VELOX CLEARING LLC (Anaheim CA)
CA
03/28/2017 - 07/31/2017
VELOX SECURITIES, INC. (ANAHEIM CA)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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