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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarred? Claim Your ProfileJarred Overcash is a financial advisor with Synovus Securities, Inc. Jarred has been in the financial industry since 2012. Prior to joining Synovus Securities, Jarred worked at First Citizens Investor Services, Inc. and Wells Fargo Advisors, LLC. Jarred has a Series 6, Series 63, and Series 65 license. Jarred specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Educational Seminars. Jarred's firm, Synovus Securities, Inc., is a registered investment advisor and broker-dealer. Synovus Securities, Inc. offers a range of financial services to individuals, businesses, and institutions, including investment advisory, brokerage, and trust services.
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
08/13/2020 - Present
Synovus Securities, Inc. (CHARLESTON SC)
NC
05/18/2018 - 08/19/2018
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
SC
02/13/2006 - 01/04/2010
WELLS FARGO ADVISORS, LLC (CHARLESTON SC)
MN
03/26/2001 - 08/23/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 06/19/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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