Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Herrick Abdulky is a registered investment advisor representative with Momentum Independent Network Inc. David has been in the industry since 2001. David holds Series 7, 63 and 65 securities licenses. David is also a licensed insurance agent and has been involved in insurance sales since 2011.
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
09/29/2022 - Present
Momentum Independent Network Inc. (DALLAS TX)
MO
07/03/2001 - 04/02/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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