Unclaimed
Wendi Parker is a financial advisor at Synovus Securities, Inc. Wendi has been in the financial industry since April 2017 and is licensed in Georgia. Wendi specializes in offering financial planning, investment advice, and portfolio management for individuals, businesses, and charitable organizations. Wendi is committed to helping clients achieve 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
GA
02/16/2018 - Present
Synovus Securities, Inc. (COLUMBUS GA)
GA
04/24/2017 - 02/21/2018
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBUS GA)
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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