Unclaimed
Zenas Norman Gurley is an Investment Advisor Representative at Momentum Independent Network Inc.. Gurley is a veteran of the financial services industry, with over 40 years of experience. Gurley has held previous positions at NTB FINANCIAL CORPORATION, BERRY-SHINO SECURITIES, INC., D.E. FREY & COMPANY, INC., SMITH BARNEY SHEARSON INC., EVEREN SECURITIES, INC., FIRST AMERICA EQUITIES CORP., DAIN BOSWORTH INCORPORATED, E. F. HUTTON & COMPANY INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. Zenas Gurley is registered with FINRA as a General Securities Representative and Registered Options Principal. Gurley has a Series 65 license for Investment Adviser and a Series 63 license for Uniform Securities Agent State Law. Zenas Gurley has experience with financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for investment companies.
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
CO
01/03/2023 - Present
Momentum Independent Network Inc. (Colorado Springs CO)
AZ
06/28/2002 - 12/31/2022
NTB FINANCIAL CORPORATION (Scottsdale AZ)
AZ
01/14/1999 - 07/01/2002
BERRY-SHINO SECURITIES, INC. (SCOTTSDALE AZ)
CO
04/25/1994 - 12/31/1998
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
10/21/1993 - 04/26/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
MO
08/07/1992 - 10/27/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CO
04/26/1990 - 07/31/1992
D.E. FREY & COMPANY, INC. (DENVER CO)
NA
04/26/1990 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
03/25/1986 - 04/26/1990
DAIN BOSWORTH INCORPORATED
NA
03/15/1976 - 03/27/1986
E. F. HUTTON & COMPANY INC
NA
08/26/1974 - 05/12/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 01/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/13/1977
Series 4 - Registered Options 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 08/31/1992
PC - AMEX Put and Call Exam
BC
Issued 08/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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