David Millan Velez
Professional summary
David Millan Velez, who also goes by David Millan, David Millan Velez, is a registered financial professional currently at MCKENZIE SECURITIES LLC located in Guaynabo, .
David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 3 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 62, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Millan Velez's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2024 - Present
MCKENZIE SECURITIES LLC
Office #1: T-mobile Center - B7 Calle Tabonuco Suite 1605, Guaynabo, PR 00968-3343September 10, 2012 - June 2, 2014
STILLPOINT CAPITAL, LLC
December 1, 1997 - January 26, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/30/2024)
Exams
Series 82TO
Date: 1/13/2025
Limited Representative-Private Securities OfferingsSeries 79TO
Date: 9/30/2024
Investment Banking Registered Representative ExaminationSeries 62
Date: 7/16/2013
Corporate Securities Limited Representative ExaminationFINRA
Current Firm
MCKENZIE SECURITIES LLC
CRD#: 310913 / SEC#: , 8-70627
Contact information
FINRA licenses (10 States and Territories)
Disclosures
| Regulatory Event | 1 |
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