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Synergy Investment Group




Synergy Investment Group is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Synergy Investment Group was founded by a team of investment professionals, is an investment firm focused on satisfying the needs of everyone from novice investors to active traders and institutional investors. By giving consumers a choice and supporting those choices with outstanding customer service, Synergy Investment Group is creating the brokerage firm for the 21st Century.
 
It is the first independent nationwide brokerage firm to effectively merge the benefits of your full service broker and the advantages of an online broker. Synergy offers all the products and services of a traditional, full service broker in addition to three online trading platforms. But at Synergy you're not alone when you're online. They local presence allows them to provide you with unparalleled service and education to help you meet your goals.
 
Synergy Investment Group offers investors a wide range of financial planning services and tools under one roof. They bring full service and support to your Internet trading experience. By combining they highly trained Synergy Investment Advisor with 24 hour on line account access and online trading, Synergy can offer you, the individual investor, with an unparalleled Internet investing experience.
 
Synergy has created to offer investors the most effective combination of professional advice and practical convenience. Putting your investments in signature account allows you to work closely with a Synergy financial advisor in developing a financial strategy while continuing to utilize the convenience and benefits of the Internet.
 
With this unique program, you pay an advisory fee based on the value of the assets in the account and a low per transaction charge on all trades. Now both you and your Synergy financial advisor are focused on the same side of the table, building account value to support your financial goals. Synergy's goal is to combine the seemingly separate worlds of online trading and financial planning, for the benefit of the Independent Broker and the clients they serve. To accomplish this goal, they are recruiting independent financial advisors throughout the country and offering a cutting edge platform giving the individual investor the tools to succeed.

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