Unclaimed
Kaleb Gandy is a financial advisor at Hantz Financial Services, Inc. Kaleb is a Registered Representative and Investment Advisor Representative and has been in the industry since April 7, 2019. Kaleb specializes in providing financial planning, pension consulting, and portfolio management services. Kaleb is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Kaleb Gandy and Hantz Financial Services, Inc. are located in Southfield, MI.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
MI
06/26/2019 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
BOTH
Issued 06/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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