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Cynthia Amos Helms

Synovus Securities, Inc.

Fort Myers, FL

Alpharetta, GA

CRD 3201852

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Employer firm

Synovus Securities, Inc. CRD 14023

$8.45B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Synovus Securities, Inc.

33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-10-28
GA RA APPROVED 2007-06-04
  • FL RA
    APPROVED
    Since 2021-10-28
  • GA RA
    APPROVED
    Since 2007-06-04

Branch Locations

7900 Summerlin Lakes Drive, Fort Myers, FL 33907 • United States

8025 Westside Parkway, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synovus Securities, Inc. Columbus GA 03/1999 08/2021
Synovus Securities, Inc. Fort Myers FL 08/2021 Present
Previous Registrations
  • 2005-09-27 → 2007-05-30
    Synovus Investment Advisors, Inc.
    Columbus, GA
    Columbus, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-21
S63 Uniform Securities Agent State Law Examination 2000-09-06
  • S65 Uniform Investment Adviser Law Examination
    2003-01-21
  • S63 Uniform Securities Agent State Law Examination
    2000-09-06

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

More in Fort Myers, FL

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