Unclaimed
Jane Prevost is a financial advisor registered with Synovus Securities, Inc. Jane has been in the securities industry since 2012 and is registered in 14 states. Jane's experience includes time spent at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Jane provides financial planning and portfolio management services to individuals, businesses, and institutions.
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
SC
01/03/2022 - Present
Synovus Securities, Inc. (CHARLESTON SC)
SC
08/15/2012 - 01/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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