Unclaimed
Sandra Michele Scott is an investment professional with over 20 years of experience in the securities industry. Sandra currently works with Synovus Securities, Inc. and has been associated with the firm since October 2019. Prior to that, Sandra was with SunTrust Investment Services, Inc. from July 2001 to October 2019. Sandra holds a Series 66, Series 7 and SIE license. Sandra is a registered representative in 32 states and an investment adviser representative in 30 states. Sandra specializes in providing financial planning, portfolio management for individuals and businesses, as well as educational seminars and publications.
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
09/10/2020 - Present
Synovus Securities, Inc. (DAVIE FL)
FL
07/18/2001 - 10/21/2019
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
BOTH
Issued 03/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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