AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RK

Robert G. Kaiser

Some features on this profile are disabled
CRD#: 1342230
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Gene Kaiser, who also goes by Bob Kaiser, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 9 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Kaiser

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 24, 2015 - November 9, 2016

GULF SOUTH SECURITIES, INC

BD
CRD#: 149899
NEW ORLEANS, LA
Past

October 28, 2013 - January 27, 2014

PTX SECURITIES, LLC

BD
CRD#: 7735
PLANO, TX
Past

June 14, 2012 - October 22, 2013

HARBOR LIGHT SECURITIES, LLC

BD
CRD#: 130227
TAMPA, FL
Past

June 8, 2009 - June 13, 2012

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

June 25, 2007 - June 4, 2008

EMERALD VENTURES, LLC

BD
CRD#: 141966
SAN ANTONIO, TX
Past

September 13, 1991 - June 1, 1992

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
Past

July 13, 1989 - July 11, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
Past

July 13, 1989 - July 11, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

September 8, 1987 - June 26, 1989

THE COLUMBIAN SECURITIES CORPORATION

BD
CRD#: 169
Past

February 14, 1985 - November 13, 1987

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/9/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GS
GULF SOUTH SECURITIES, INC
GULF SOUTH SECURITIES, INC

CRD#: 149899 / SEC#: , 8-68200

BD
Terminated by SEC on 05/06/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/22/2009
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GULF SOUTH HOLDING, INC.SHAREHOLDER
BEATON, DANIEL STEWARTFINOP AND CFO4240769
FLANAGAN, TIMOTHY JOHNDIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GULF SOUTH SECURITIES, INC

CRD#: 149899

TRUST BUT VERIFY

Monitor Robert Kaiser

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics