Stephanie
Desear
Synovus Securities, Inc
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About this Advisor
Stephanie Desear is a financial advisor operating out of Port Charlotte, Florida with a total of 1 year of industry experience. Desear is an advisor for Synovus Securities, Inc. Desear has gained experience 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. Desear holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Synovus Securities, Inc is a business based out of Columbus, GA. It has offices in 90 locations and a total of 298 employees. It handles $6 billion in total assets among its 12,071 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 79 charities and foundations. Of its 12,071 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a number of services, including 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. Fees charged by financial advisors typically are based on the financial services. However, fee types billed by Synovus Securities, Inc most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$5,803,534,438
298
12,071
$480,783
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
Stephanie has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Newnan, GA
Saint Simons Island, GA
Port Charlotte, FL
Birmingham, AL
Atlanta, GA
Alpharetta, GA
Columbus, GA
Newnan, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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