Unclaimed Profile

Marie Katz

SYNOVUS SECURITIES, INC.·COLUMBUS, Georgia

SIE, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean recordSYNOVUS SECURITIES, INC.

SYNOVUS CENTRE, 1111 BAY AVENUE, 4TH FLOOR, COLUMBUS, GA 31901CRD# 2457660Firm CRD# 14023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marie Katz · COLUMBUS, GA

Registration

CRD #2457660 · SYNOVUS SECURITIES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNOVUS SECURITIES, INC.

CRD 14023 · SEC 801-19690

AUM

$6.2B

Regulatory assets under management

Employees

292

12,037 client accounts

Services offered by SYNOVUS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SYNOVUS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Marie Katz offer?

Marie Katz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Georgia for a consultation.

What are Marie Katz's credentials?

Marie Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marie Katz located?

Marie Katz is based in COLUMBUS, Georgia, working with SYNOVUS SECURITIES, INC.. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Marie Katz charge for services?

Marie Katz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNOVUS SECURITIES, INC.?

SYNOVUS SECURITIES, INC. has approximately 292 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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