Unclaimed
Milton E. Chambley is a financial advisor with Synovus Securities, Inc. located in Tuscaloosa, Alabama. Milton has been in the industry since 2012, and has worked with Morgan Keegan & Company, Inc. and BBVA Securities Inc. He has a Series 6, Series 63, and SIE licenses. Milton specializes in investments for individuals, businesses, corporations, trusts, charitable organizations and pension plans. He provides a variety of financial planning services including financial planning, portfolio management, 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.
1
2
AL
12/17/2020 - Present
Synovus Securities, Inc. (TUSCALOOSA AL)
AL
04/27/2017 - 12/17/2020
BBVA SECURITIES INC. (BIRMINGHAM AL)
TN
05/13/2010 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
02/20/2009 - 12/31/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
02/13/2007 - 03/16/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
04/05/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (TUSCALOOSA AL)
BC
Issued 05/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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