Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rebmann is a financial advisor with Momentum Independent Network Inc. located in Dallas, TX. Daniel has been a registered representative since 1992. Prior to joining Momentum Independent Network Inc., Daniel worked at UBS Financial Services Inc. in San Antonio, TX. Momentum Independent Network Inc. provides advisory services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
06/16/2023 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
03/18/2011 - 10/20/2020
UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)
TX
07/09/1998 - 03/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
IL
04/13/1995 - 07/14/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
07/15/1992 - 04/11/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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