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Emilio Fuentes

Momentum Independent Network Inc.

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About Emilio Fuentes

Emilio Fuentes Jr. is an investment advisor representative with Momentum Independent Network Inc. based in Dallas, TX. Emilio has been in the industry since 1992 and has experience with Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emilio is registered in California, Colorado, New Mexico, Oklahoma, and Texas. Emilio specializes in securities, financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

Firm Information

Emilio Fuentes is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Emilio Fuentes’s Registration & Firm History

TX

03/06/2014 - Present

Momentum Independent Network Inc. (DALLAS TX)

TX

12/02/2005 - 03/10/2014

WELLS FARGO ADVISORS, LLC (DALLAS TX)

TX

11/20/1995 - 12/06/2005

MORGAN STANLEY DW INC. (AMARILLO TX)

NY

04/09/1992 - 11/07/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Emilio Fuentes. Review regulatory record here.
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