ONLINE TRADING & INVESTOR SERVICES

 

Synergy offers 6 online trading platforms designed to meet the needs and experience level of all Synergy clients.  Our platforms range from SigTradeFREE (a simple & “free from monthly quote charges or plain vanilla” Level 1 order entry platform) to the high-end SigTradePRO trading platform that includes such features as Streaming Level II Quotes, Trailing Stops, ECN capability (allowing traders the ability to “buy at the bid”)  as well as  real-time tic by tic charting. The key benefit to using Synergy’s online trading platforms over our competitors is our commitment to service and the relationship you will build with your “personal broker” even though you are an online trader. Synergy is bridging the gap between online trading and personal service, in our opinion, like no other firm in the world.

Try us, and let us prove this claim of phenomenal service.

In addition to Synergy’s online trading and personal service, we also offer…

·         Broker Assisted Discount Trading

·         Financial Planning Services

·         401(k) and IRA Rollovers

·         College Savings Plans

·         Tax Free Investments

·         Retirement Planning

·         Estate Planning Assistance

·         Insurance and Annuity products

·         Broker assisted purchases of Mutual Funds, CDs, Stocks, Bonds, and Real Estate Investment Trusts (REITs), etc.

Synergy Investment Group can help you develop a sound investment portfolio that can help provide financial security as well as supporting your more speculative online trading dollars. For additional information, please call or email Eric Sides using contact info listed below:

Eric Sides

Synergy Investment Group, LLC

8320 University Executive Park Drive

Suite 110

Charlotte, NC  28262

USA

Phone: 888-333-7637

Fax     704-333-7676

E-mail:  esides@synergyinvestments.com

 

To open an account, click here:      

 

 

Securities offered through Synergy Investment Group

Member FINRA/SIPC

 

DISCLOSURE: Synergy Investment Group, LLC., is a registered broker/dealer and member of the FINRA/SIPC and wants you to know that all Investments are subject to unique risks. These risks include but are not limited to potential illiquidity as well as loss of principle (you can lose more than your initial investment should you decide to use margin loans) and market conditions may affect online response time, and some investments may not be suitable for all investors.  Bill Shefte is your contact person for Synergy Investment Group and is licensed in NC, SC, GA, FL, VA, PA, and NJ and will have to obtain a license in your state prior to accepting your account but this will not hold up the processing of your account in any way.  The Synergy Investment Group is registered in all states except New Hampshire and Maine.  For more complete information about specific products, prospectuses are available by calling 888-333-7637.  Should an investment product be offered through a prospectus -Please read the prospectus carefully prior to investing.