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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Nicolosi is a financial advisor at Synovus Securities, Inc. Jeffrey has over 18 years of experience in the financial industry. He has a wide range of experience, having previously worked at Regions Securities LLC, KeyBanc Capital Markets Inc., and PricewaterhouseCoopers Securities L.L.C. Jeffrey is registered with FINRA and holds the Series 7, Series 63, SIE, and Series 79TO licenses. Jeffrey is committed to helping clients 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
GA
07/20/2022 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
08/06/2014 - 06/07/2022
REGIONS SECURITIES LLC (Atlanta GA)
OH
06/18/2009 - 07/11/2014
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
OH
10/29/2004 - 12/18/2008
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
IL
02/25/1999 - 08/20/1999
PRICEWATERHOUSECOOPERS SECURITIES L.L.C. (CHICAGO IL)
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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