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Melvyn Laddie Schramek

Momentum Independent Network Inc.

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About Melvyn Laddie Schramek

Melvyn Laddie Schramek is a financial professional with over 50 years of experience in the industry. Melvyn is a registered representative with Momentum Independent Network Inc. Melvyn is licensed to provide financial services in multiple states, including California, Colorado, Idaho, New Mexico, North Carolina, Pennsylvania, South Carolina, Texas, Wisconsin, and Wyoming.

Firm Information

Melvyn Schramek 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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Melvyn Schramek’s Registration & Firm History

NM

01/05/2010 - Present

Momentum Independent Network Inc. (ALBUQUERQUE NM)

NM

07/13/1998 - 12/31/2009

SOUTHWEST SECURITIES, INC. (ALBUQUERQUE NM)

NY

03/02/1998 - 07/02/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NA

07/13/1976 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC.

TX

03/29/1974 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

NA

08/01/1974 - 08/06/1976

A. G. EDWARDS & SONS, INC.

NA

11/18/1970 - 03/29/1974

RAUSCHER PIERCE SECURITIES CORPORATION

NA

09/17/1969 - 11/02/1973

RAUSCHER PIERCE SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 06/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/1974

Series 00 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1977

PC - AMEX Put and Call Exam

BC

Issued 05/28/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melvyn Laddie Schramek.
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