Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Gray is a registered representative with Momentum Independent Network Inc. located in Ardmore, OK. Vanessa is licensed in multiple states, including Oklahoma, Texas, California, Arizona, Florida, Missouri, New Mexico, Oregon, Alaska, and New York. She holds the Series 63, 7TO, and SIE licenses and has been in the industry since 2022. Vanessa offers financial planning, portfolio management for individuals and investment companies, 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
OK
11/11/2022 - Present
Momentum Independent Network Inc. (ARDMORE OK)
BC
Issued 06/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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