Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Valentino is a financial advisor at Momentum Independent Network Inc. located in NORMAN, OK. Gene has been in the financial industry since 1983, and has experience with a variety of financial products and services. Gene is registered to provide financial advice in nine states, including Colorado, Illinois, Maryland, Minnesota, Missouri, Oklahoma, Texas, Utah, and Washington. Gene has a variety of licenses and qualifications, including Series 7, Series 24, and Series 63.
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
OK
07/31/1997 - Present
Momentum Independent Network Inc. (NORMAN OK)
TX
12/20/1990 - 08/06/1997
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
NA
01/22/1990 - 11/12/1990
PARK AVENUE SECURITIES, INC.
TX
07/14/1988 - 12/21/1989
EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
NA
10/17/1985 - 07/28/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/02/1984 - 05/21/1985
E. F. HUTTON & COMPANY INC
NA
03/22/1983 - 08/07/1984
FITZGERALD, DEARMAN & ROBERTS, INC.
BC
Issued 03/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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