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Isoldy Guzman

Synovus Securities, Inc.

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About Isoldy Guzman

Isoldy Guzman is a financial professional with Synovus Securities, Inc.. Isoldy has been in the financial industry since 2014. Isoldy holds a Series 66 license, a Series 7TO license and a SIE license. Isoldy is registered as a securities agent in California, Florida and Georgia. Isoldy is also registered as an Investment Advisor Representative in Florida and Georgia. Isoldy specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Isoldy Guzman 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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Isoldy Guzman’s Registration & Firm History

FL

05/01/2024 - Present

Synovus Securities, Inc. (PORT CHARLOTTE FL)

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Licenses & Designations

BOTH

Issued 11/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 11 public disclosures for Isoldy Guzman. Review regulatory record here.
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