Unclaimed
Gary Howard Miller has over 30 years of experience in the financial services industry. Gary is currently registered with Victory Capital Services, Inc. in California and Ohio. Gary has passed the Series 7, 8, 9, 10, 63, and 65 exams. Gary has also passed the Securities Industry Essentials (SIE) exam. Gary previously worked at McDonald Investments Inc., in Cleveland, Ohio, from 1993 to 2003.
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.
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.
1
2
TX
01/02/2004 - Present
Victory Capital Services, Inc. (San Antonio TX)
OH
03/26/1993 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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