Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Shannon Gentry Lanier is a registered representative with Synovus Securities, Inc. and has been in the industry since 2020. Nancy is registered in Alabama, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Nevada, New York, North Carolina, Ohio, South Carolina, and Texas. Nancy has passed the Series 7TO, SIE, and Series 66 exams.
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
11/20/2020 - Present
Synovus Securities, Inc. (AUGUSTA GA)
BOTH
Issued 11/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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