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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Gantt is a financial advisor with over 24 years of experience in the industry. Stephanie is currently registered with THE Wealth Consulting Group and is licensed in Kansas. Previously, Stephanie has held positions at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Stephanie holds licenses for Series 7, 31, 63, and 65 as well as the SIE exam. Stephanie offers a variety of financial planning services, including portfolio management for individuals and pension consulting. The Wealth Consulting Group is a large firm with over $5 billion in assets under management. The firm serves a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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2
KS
07/14/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
MO
06/01/2009 - 10/29/2010
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
05/15/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
NY
12/14/1998 - 05/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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