Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Frederick Gunderson is a financial professional with over 25 years of experience in the industry. Gene is registered with Synovus Securities, Inc. in Columbus, Georgia and has held several positions in the financial sector, including roles at Managers Distributors, Inc., Associated Investment Services, Inc., and Offerman & Company. Gene has a wide range of experience, including securities, investment advisory and municipal advisor. Gene has several licenses and certifications, including Series 4, 7, 14, 24, 50, 53, 54, 63, 66 and 99TO. Gene is also an officer of Synovus Trust Company, an affiliate of Synovus Securities, Inc. and oversees the trust company's compliance program.
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.
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2
GA
01/06/2011 - Present
Synovus Securities, Inc. (COLUMBUS GA)
IL
04/09/2008 - 03/31/2010
MANAGERS DISTRIBUTORS, INC. (CHICAGO IL)
WI
10/20/1998 - 03/28/2008
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
09/05/1997 - 10/05/1998
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/17/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 03/29/2005
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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