Stephanie
Desear
Synovus Securities, Inc
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About this Advisor
Stephanie Desear is a financial advisor based in Port Charlotte, Florida, working with Synovus Securities, Inc. Stephanie has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Suntrust Bank, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Synovus Bank, and Synovus Securities, Inc. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Florida and Maine. Currently, Stephanie is part of Synovus Securities, Inc, which operates out of Port Charlotte, Florida. The firm has 84 offices and 292 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Synovus Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$6,242,394,824
292
12,037
$518,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Stephanie Desear Work History
Synovus Bank
Synovus Securities, Inc
Suntrust Bank, Inc
Suntrust Investment Services,Inc
Suntrust Advisory Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Stephanie Desear to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Synovus Securities, Inc
Birmingham, AL
Port Charlotte, FL
Perry, GA
Palm Harbor, FL
Macon, GA
Wesley Chapel, FL
Port Charlotte, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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