Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loal? Claim Your ProfileLoal Gene Wilson is a registered investment advisor representative with Momentum Independent Network Inc. Loal Gene Wilson is also a registered representative with Momentum Independent Network Inc. Loal Gene Wilson is a registered investment advisor with a focus on serving individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Momentum Independent Network Inc. specializes in providing financial planning, educational seminars, and portfolio management services. Prior to joining Momentum Independent Network Inc., Loal Gene Wilson was employed by NTB FINANCIAL CORPORATION in Wichita, KS and INTERSECURITIES, INC. in ST. PETERSBURG, FL. Loal Gene Wilson has been in the financial industry since 2003.
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
KS
01/03/2023 - Present
Momentum Independent Network Inc. (WICHITA KS)
KS
11/15/2004 - 12/31/2022
NTB FINANCIAL CORPORATION (WICHITA KS)
FL
06/19/2003 - 10/28/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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