Unclaimed
Robert Thomas Gant is a financial advisor with over 16 years of experience in the financial services industry. Robert is currently registered with Stephens in Little Rock, AR and has been with the firm since July 2017. Robert has also worked at Edward Jones and United Capital Financial Advisors. Robert holds several professional licenses and designations including Series 7, Series 63, and Series 66. Robert provides a range of financial planning and investment management services to individual and institutional 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
09/24/2024 - Present
Stephens (LITTLE ROCK AR)
OR
08/30/2006 - 04/20/2012
EDWARD JONES (KLAMATH FALLS OR)
BC
Issued 12/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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