Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gene Blake is a financial advisor registered with Momentum Independent Network Inc. and has been in the industry since 1978. Donald is licensed to provide investment advice in Florida, South Carolina, and Texas. Donald has experience working with individuals, high-net-worth individuals, and corporations. Momentum Independent Network Inc. is a Registered Investment Advisor (RIA) with over 1000 clients and over 1 billion dollars in assets under management. The firm specializes in financial planning, portfolio management for individuals, and educational seminars.
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
11/01/2010 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
12/15/2006 - 10/26/2010
SOUTHWEST SECURITIES, INC. (HOUSTON TX)
TX
07/13/2001 - 12/19/2006
WACHOVIA SECURITIES, LLC (HOUSTON TX)
NJ
02/10/1995 - 07/27/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
01/05/1987 - 02/17/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
05/14/1984 - 01/16/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
05/10/1982 - 05/21/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
06/03/1980 - 05/17/1982
ROTAN MOSLE INC.
NA
09/26/1978 - 06/16/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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