Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Margaret Tanner is a registered representative and investment advisor representative, and has been in the industry for over 10 years. Mary Margaret is currently employed at Synovus Securities, Inc. in Birmingham, Alabama. She is also a registered representative of the firm in Georgia and Tennessee. Mary Margaret has previously worked at LPL FINANCIAL LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Birmingham, Alabama. Mary Margaret has passed the Series 7, Series 66, and SIE exams. Mary Margaret's current firm, Synovus Securities, Inc., is a registered investment advisor and broker-dealer that offers a range of financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars.
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
AL
04/19/2017 - Present
Synovus Securities, Inc. (BIRMINGHAM AL)
AL
10/28/2013 - 05/26/2015
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
08/04/2010 - 10/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 12/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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