Unclaimed
Heather Gantt is a financial advisor with over 13 years of experience in the financial services industry. She has a strong track record of helping individuals and families achieve their financial goals. Heather is currently registered with Invesco Distributors, Inc. and holds the Series 66, Series 7 and SIE licenses. She previously worked at AVANTax Investment Services, Inc. and Morgan Stanley Smith Barney. Heather is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
NY
11/03/2023 - Present
Invesco Distributors, Inc. (NEW YORK NY)
TX
09/11/2012 - 11/01/2023
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
OK
08/19/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (TULSA OK)
BOTH
Issued 07/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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