Jeffry W. Parker

SYMETRA SECURITIES

Bellevue, WA 98004-5153

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CRD#: 1548939

Professional summary

Jeffry Weldon Parker is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.

Jeffry is registered as a RR (Registered Representative) and started their career in finance in 1987. Jeffry has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2019 - Present

SYMETRA SECURITIES, INC.

Office #1: 777 108th Avenue Ne Suite 1200, Bellevue, WA 98004-5153

CRD#: 739

Bellevue, WA

Past

October 27, 2000 - December 31, 2017

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

MERCER ISLAND, WA

Past

September 1, 1999 - September 20, 2000

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

August 17, 1987 - July 12, 1999

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Washington
(10/17/2019)

Exams

State Security Law Exam

Series 63

Date: 4/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/1987

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SYMETRA SECURITIES, INC.

SAFECO SECURITIES, INC. | SYMETRA SECURITIES, INC.

CRD#: 739 / SEC#: , 8-13470

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135

Mailing Address

777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135

Phone number

(800) 796-3872

Established

Washington since 08/24/1967

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SYMETRA FINANCIAL CORPORATION	OWNER
BALKOVETZ, CHANTEL LEE	DIRECTOR	2490011
DIMITRI, DAVID MICHAEL	SECRETARY	4806001
DOW, SHANEN LYNN	ASSISTANT TREASURER	7676848
ELLIS, COURTNEY LYNN	CHIEF OPERATING OFFICER	5460601
FARRELL, ANDREW MICHAEL	PRESIDENT, DIRECTOR	4463467
HANSON, COLLEEN	ASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL	7271134
MURPHY, COLLEEN MARY	DIRECTOR	4842602
NORBERG, KRISTIN ROUST	VICE PRESIDENT	7033021
OBERDECK, ANDREW A	ASSISTANT SECRETARY	8015633
OTTO, JOSEPHINE R	ASSISTANT SECRETARY	8015301
RABIN, KEVIN WILLIAM	DIRECTOR	7033042
SANDERS, BARBARA ANN	CHIEF COMPLIANCE OFFICER	2206030

Disclosures

Regulatory Event

Red Flags

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Jeffry W. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffry Weldon Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMERS FINANCIAL SOLUTIONS, LLC

WAMU INVESTMENTS, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/12/1999

SIE

Date: 12/31/2017

Series 7

Date: 7/1/1999

Series 6

Date: 8/14/1987

FINRA

Current Firm

SYMETRA SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

SYMETRA SECURITIES, INC.

TRUST BUT VERIFY

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