Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Suriano is an investment advisor representative at Synovus Securities, Inc.. Donald has been in the financial services industry since March 14, 2013. Donald has worked at several firms prior to Synovus Securities, Inc.. Donald provides financial planning, portfolio management for individuals and businesses, as well as other services. Donald is registered in both Florida and Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax related services, administrative services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/27/2019 - Present
Synovus Securities, Inc. (ORLANDO FL)
MN
01/26/2018 - 06/11/2019
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
08/07/2015 - 11/29/2017
CETERA INVESTMENT SERVICES LLC (JACKSONVILLE FL)
FL
06/22/2013 - 07/24/2014
SUNTRUST INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
FL
01/14/2008 - 06/30/2009
COMPASS BROKERAGE, INC. (ORANGE PARK FL)
IA
Issued 10/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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