Company Information

Get to know Synergy Financial Partners

Synergy Financial Partners is a U.S.-based full-service financial services firm registered with FINRA. The company operates as a national insurance marketing organization (IMO) and broker-dealer, offering a wide array of financial products and services. Their core mission is to empower independent financial advisors by providing them with back-office support, advanced technology, marketing resources, and access to a broad portfolio of investment and insurance products. This allows advisors to focus on building client relationships and providing personalized financial planning, retirement strategies, and wealth management services.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Synergy Financial Partners

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.