Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Martinez Peters is a financial advisor with Synovus Securities, Inc. located in Port Charlotte, Florida. Lillian has been in the financial services industry since 2006. Lillian is registered as a broker with FINRA and a Registered Investment Advisor (RIA). Lillian holds Series 6, 7, 24, 26, and 63 licenses, and the SIE designation. Prior to joining Synovus Securities, Inc., Lillian was affiliated with PURSHE KAPLAN STERLING INVESTMENTS and MBSC SECURITIES CORPORATION. Lillian's experience in financial planning, portfolio management for businesses and individuals, and providing educational seminars makes her a valuable resource for clients seeking financial guidance.
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
05/04/2023 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
11/23/2016 - 05/01/2019
PURSHE KAPLAN STERLING INVESTMENTS (Coral Gables FL)
FL
09/17/2015 - 12/31/2015
MBSC SECURITIES CORPORATION (MIAMI FL)
FL
08/18/2000 - 12/11/2014
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lillian Peters is the right advisor for you? Invested Better is here to help.
