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Jerry S

Series 63, Series 65

Claremore, OK

Momentum Independent Network Inc.

Jerry Sirkel is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. His prior roles include positions at Hilltop Securities Inc., UBS Financial Services, and Wells Fargo Clearing. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, providing investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a variety of managed account programs and combines quantitative, fundamental, and technical analysis with overlay strategies and ERISA fiduciary services.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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