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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Meiron is a financial advisor with Synovus Securities, Inc. James has over 28 years of experience in the financial services industry. James has a strong background in providing financial planning, portfolio management, and investment advice to a variety of clients, including individuals, businesses, and charitable organizations. James has a Series 7 and Series 65 license, along with a SIE certification. James has also worked for various financial institutions throughout his career. James is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
FL
05/17/2024 - Present
Synovus Securities, Inc. (ENGLEWOOD FL)
FL
04/22/2008 - 06/19/2019
SUNTRUST INVESTMENT SERVICES, INC. (VENICE FL)
FL
02/13/2007 - 04/14/2008
MORGAN KEEGAN & COMPANY, INC. (PORT CHARLOTTE FL)
FL
02/24/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (PORT CHARLOTTE FL)
AL
02/23/2001 - 02/22/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
GA
10/02/2000 - 03/06/2001
MEDALLION EQUITIES, INC. (MARIETTA GA)
OH
01/06/1999 - 10/04/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MA
10/17/1996 - 06/30/1998
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
AZ
06/17/1996 - 09/24/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
09/28/1995 - 06/21/1996
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NE
10/06/1993 - 11/02/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 01/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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