Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Dale Perkins is a financial advisor with Synovus Securities, Inc. Gene has been in the financial industry since November 1, 2004 and is registered in Florida, Georgia, and South Carolina. Gene is also registered as an Investment Advisor Representative with the state of Georgia. Gene has a variety of experience in the financial services industry, including working with SunTrust Investment Services, Inc. and SunTrust Securities, Inc. Gene holds several securities licenses, including Series 6, 7, 24, 63, and 66. Gene specializes in providing financial advice to individuals, corporations, and charitable organizations. Gene is a member of the University of Georgia Parent Leadership Council.
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
GA
05/08/2017 - Present
Synovus Securities, Inc. (COLUMBUS GA)
GA
12/06/2006 - 05/02/2017
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
GA
02/14/2001 - 03/19/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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