Unclaimed
Gregory Fant is an Investment Advisor Representative at Ernst & Young Investment Advisers LLP. Gregory has been in the financial industry since 1996. Gregory holds Series 6, 7, 63, and 66 licenses. Gregory is a Certified Financial Planner. Gregory has experience with corporations and other businesses, high-net-worth individuals, and other investment advisors. Gregory's primary office is located in Tampa, Florida. Gregory works at the Tampa office location of the firm. Gregory provides financial planning, educational seminars, and publication of periodicals.
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.
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.
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2
FL
09/22/2023 - Present
Ernst & Young Investment Advisers LLP (Rockledge FL)
FL
08/02/2006 - 06/11/2007
UBS FINANCIAL SERVICES INC. (STUART FL)
GA
02/28/2002 - 05/12/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/29/1996 - 12/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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