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Charity Keller

Synovus Securities, Inc.

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About Charity Keller

Charity Keller is a registered representative of Synovus Securities, Inc., a firm headquartered in Columbus, GA. Charity has been in the financial services industry since August 2020 and has a Series 7TO, Series 66 and SIE license. Charity specializes in portfolio management for both individuals and businesses. Charity has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice. Charity Keller is a valuable asset to Synovus Securities, Inc., and to the clients she serves.

Firm Information

Charity Keller is currently registered with Synovus Securities, Inc.. Synovus Securities, Inc. is a Corporation that was formed on June 27, 1985. The firm is headquartered in COLUMBUS, GA. Synovus Securities, Inc. is registered with the SEC and is licensed to provide investment advice in 53 states. The firm provides a wide range of advisory services including financial planning, educational seminars, portfolio management for individuals and businesses, selection of other advisers, and publication of periodicals. The firm also participates in wrap fee programs. Synovus Securities, Inc. manages approximately $6.24 billion in assets for a variety of client types, including individuals, corporations, charitable organizations, and pension and profit sharing plans.
Synovus Securities, Inc.

SYNOVUS CENTRE, 1111 BAY AVENUE, 4TH FLOOR

COLUMBUS, GA 31901

$6.24B

Assets Under Management

100

Total Clients

232

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax related services, administrative services

Tax related services, administrative services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charity Keller’s Registration & Firm History

GA

01/22/2021 - Present

Synovus Securities, Inc. (COLUMBUS GA)

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Licenses & Designations

BOTH

Issued 01/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charity Keller.
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