Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jennette is a financial advisor with Synovus Securities, Inc. in BIRMINGHAM, AL. William has been working in the financial services industry for over 14 years and has experience with investments and financial planning. William has a Series 7, Series 6, Series 63, and Series 66 license, as well as the SIE exam. Before joining Synovus Securities, William was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLS FARGO ADVISORS, LLC.
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.
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2
AL
10/25/2023 - Present
Synovus Securities, Inc. (BIRMINGHAM AL)
AL
05/11/2011 - 08/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
01/04/2008 - 05/06/2010
WELLS FARGO ADVISORS, LLC (PELHAM AL)
BOTH
Issued 07/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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