Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Benardo Desear is a financial advisor with Synovus Securities, Inc. Stephanie has been in the industry since June 2011 and has a proven track record of success. She has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice and guidance. Stephanie is dedicated to helping clients reach their financial goals.
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
04/26/2023 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
07/19/2017 - 05/04/2022
TRUIST INVESTMENT SERVICES, INC. (LAKEWOOD RANCH FL)
FL
05/16/2013 - 07/13/2017
WELLS FARGO CLEARING SERVICES, LLC (BRADENTON FL)
FL
02/13/2013 - 05/08/2013
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
FL
05/25/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
BOTH
Issued 08/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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