Unclaimed
Michael Douglas Crowe is a financial advisor with Synovus Securities, Inc., located in Sarasota, FL. Michael has been in the industry since September 2007. Michael has a Series 7, Series 66 and SIE licenses. Michael is also a Certified Financial Planner. Michael has worked at SunTrust Investment Services, Inc. and SunTrust Advisory Services in the past.
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
08/30/2019 - Present
Synovus Securities, Inc. (SARASOTA FL)
FL
09/27/2007 - 08/07/2019
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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