CenterState Financial Services

 

Through CenterState Financial Services and our partnership with Infinex Investments, Inc., clients

have access to a wide variety of investment solutions to help them achieve their financial goals and

objectives. Our Infinex financial consultant Richard Gant will help you navigate the complex world

of investing and provide objective investment advice.  

 

 

Richard Gant earned a Bachelors Degree in Economics from Southeastern Louisiana University. He

holds a Series 7, 9, 10, 24, 63 and is a Registered Investment Advisor Representative. Richard

received a Certified Funds Specialist® (CFS®) designation from the Institute of Business &

Finance and has spent the last 12 years in the financial services industry.

 

 

 

 
 

      “Having someone located on the premises of the bank who can talk to people about

finances is crucial. I’m local and accessible and I can personalize a plan to meet specific

needs and objectives of clients of all ages.”  

 
 

  -Richard D. Gant, CFS®

 
Products and Services

Stocks and Bonds  

 Retirement Accounts

Mutual Funds

Tax Advantaged Investments

       

 Annuities

Professional Asset Management

 Insurance Products

Education Planning

 To learn more about CenterState Financial Services or arrange a financial consultation
please contact us at 813-779-7735.

 

 Securities offered through Infinex Investments, Inc., Member FINRA / SIPC.
CenterState Financial Services is a trade name of the bank.
Infinex and the bank are not affiliated.  

 
Not a deposit · Not insured by any federal government agency · Not FDIC insured

Not guaranteed by the bank · May go down in value