Michael Syman-Degler (CRD# 2886918) is an Investment Advisor Representative working at Syman-degler Group, LLC in Eugene, OR and has over 26 years of experience in the finance industry. Michael Syman-Degler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Syman-degler Group | Eugene, OR | May 2018 - Current | 6 |
Farmers Financial Solutions | Eugene, OR | Sep 2001 - Sep 2019 | 18 |
Farmers Insurance & Financial Services | Eugene, OR | Sep 1993 - Sep 2019 | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management40MILLIONS
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Total Number of Accounts384ACCOUNTS
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Average Account Value$103,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR
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