Unclaimed
Jeffrey Dean Parks is a financial advisor with Synovus Securities, Inc. in Palm Harbor, FL. Jeffrey has been in the financial services industry since October 18, 2011. Prior to joining Synovus Securities, Inc., Jeffrey worked for SunTrust Investment Services, Inc., Fifth Third Securities, Inc., and Morgan Stanley. Jeffrey has Series 3, 7, 31, and 66 licenses, as well as the SIE license.
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
FL
10/14/2022 - Present
Synovus Securities, Inc. (PALM HARBOR FL)
FL
06/22/2015 - 06/19/2019
SUNTRUST INVESTMENT SERVICES, INC. (CLEARWATER FL)
FL
02/06/2014 - 06/29/2015
FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)
FL
10/19/2011 - 02/10/2014
MORGAN STANLEY (PALM HARBOR FL)
BOTH
Issued 11/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/08/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Parks is the right advisor for you? Invested Better is here to help.