Unclaimed
Robert Garan is a financial professional with over six years of experience in the industry. Robert is currently registered with PHX Financial, Inc., a firm located in Fort Lauderdale, Florida. Previously, Robert was registered with JOSEPH GUNNAR & CO. LLC in Saddle Brook, New Jersey. Robert has a broad range of licenses and registrations, including Series 4, Series 7, Series 24, and Series 66.
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.
1
2
FL
11/14/2018 - Present
PHX Financial, Inc. (Fort Lauderdale FL)
NJ
01/18/2018 - 11/08/2018
JOSEPH GUNNAR & CO. LLC (Saddle Brook NJ)
BOTH
Issued 03/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/14/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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