Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myles? Claim Your ProfileMyles McCormick is a financial advisor with Momentum Independent Network Inc. Myles has been in the financial services industry since 1993 and is currently registered with the state of Illinois as a registered investment advisor. Myles is also registered with the state of Massachusetts, New Jersey, and New York. Myles' specialties include 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
02/23/2021 - Present
Momentum Independent Network Inc. (DALLAS TX)
MA
01/01/2008 - 07/23/2008
WACHOVIA SECURITIES, LLC (BOSTON MA)
MA
06/14/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
NY
06/09/1995 - 06/14/2006
CHARLES SCHWAB & CO., INC. (NEW YORK NY)
NY
12/01/1993 - 06/05/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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