Unclaimed
Sylvia Rae Menz is an investment advisor representative at &partners. Sylvia is licensed to advise clients in Tennessee and has been working in the securities industry for over a year. Sylvia's specializations include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Sylvia's firm, &partners, has approximately $1 billion - $10 billion in regulatory assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
02/18/2022 - Present
&partners (NASHVILLE TN)
BOTH
Issued 01/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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