Unclaimed
Derick Gant is a registered investment advisor representative with Gant Investment Advisors, Inc. in Toledo, OH. Derick has been in the securities industry since January 1992. Derick's previous experience includes roles at Wunderlich Securities, Inc. and Mutual Service Corporation. Derick has licenses for Series 6, 7, 24, 63 and 65. Derick Gant currently manages approximately $1,800,000 for 40 clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/19/2009 - Present
Gant Investment Advisors, Inc. (TOLEDO OH)
OH
10/26/2007 - 08/02/2010
WUNDERLICH SECURITIES, INC. (TOLEDO OH)
OH
02/16/2001 - 11/01/2007
MUTUAL SERVICE CORPORATION (TOLEDO OH)
AZ
01/23/1992 - 02/21/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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