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Susan M. Taylor

Synovus Securities, Inc.

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About Susan M. Taylor

Susan M. Taylor is a financial advisor with Synovus Securities, Inc. in Prattville, AL. Susan has over 20 years of experience in the financial services industry. Susan is registered with the state of Alabama and holds the Series 6, Series 63, and SIE licenses. She has also held licenses with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., SAL Financial Services, Inc., and Sterne Agee Capital Markets, Inc.

Firm Information

Susan Taylor is currently registered with Synovus Securities, Inc.. Synovus Securities, Inc. is a Corporation that was formed on June 27, 1985. The firm is headquartered in COLUMBUS, GA. Synovus Securities, Inc. is registered with the SEC and is licensed to provide investment advice in 53 states. The firm provides a wide range of advisory services including financial planning, educational seminars, portfolio management for individuals and businesses, selection of other advisers, and publication of periodicals. The firm also participates in wrap fee programs. Synovus Securities, Inc. manages approximately $6.24 billion in assets for a variety of client types, including individuals, corporations, charitable organizations, and pension and profit sharing plans.
Synovus Securities, Inc.

SYNOVUS CENTRE, 1111 BAY AVENUE, 4TH FLOOR

COLUMBUS, GA 31901

$6.24B

Assets Under Management

100

Total Clients

232

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax related services, administrative services

Tax related services, administrative services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Susan Taylor’s Registration & Firm History

AL

02/11/2019 - Present

Synovus Securities, Inc. (PRATTVILLE AL)

AL

05/16/2013 - 02/08/2019

BBVA SECURITIES INC. (MONTGOMERY AL)

AL

10/28/2002 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (MONTGOMERY AL)

AL

04/06/2002 - 06/11/2002

SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

03/09/2001 - 04/06/2002

STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 04/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan M. Taylor.
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