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Rolland Basant

Freedom Financial Management, Inc.

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About Rolland Basant

Rolland Basant is a registered Investment Advisor Representative associated with Freedom Financial Management, Inc. in Saint Cloud, Florida. Rolland Basant has been in the industry since August 2005. Freedom Financial Management, Inc. provides financial planning, portfolio management for individuals. The firm has $250,000 in assets under management. Rolland Basant is registered with Florida.

Firm Information

Rolland Basant is currently registered with Freedom Financial Management, Inc.. Freedom Financial Management, Inc. is an investment advisor that provides financial planning and portfolio management services for individuals. They have 2 investment advisor representatives and manage approximately $250,000 in assets for 7 clients.

$250,000

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rolland Basant’s Registration & Firm History

FL

12/12/2023 - Present

Freedom Financial Management, Inc. (Saint Cloud FL)

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Licenses & Designations

IA

Issued 07/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rolland Basant.
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