John M. Beil
Professional summary
John Michael Beil, who also goes by John M Beil, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.
John is registered as a RR (Registered Representative) and started their career in finance in 1990. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Michael Beil's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2018 - Present
SYMETRA SECURITIES, INC.
Office #1: 777 108th Avenue Ne Suite 1200, Bellevue, WA 98004-5153October 9, 2002 - February 24, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
October 7, 2002 - April 24, 2018
LINCOLN FINANCIAL DISTRIBUTORS, INC.
January 16, 2002 - August 8, 2002
METLIFE INVESTORS DISTRIBUTION COMPANY
October 7, 1994 - January 30, 2002
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
August 16, 1990 - July 21, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2025)
(2/27/2025)
(5/2/2018)
(2/27/2025)
(2/27/2025)
(2/27/2025)
(2/27/2025)
(2/27/2025)
(2/27/2025)
Exams
FINRA
Current Firm
SYMETRA SECURITIES, INC.
CRD#: 739 / SEC#: , 8-13470
Contact information
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 | 3 |
Red Flags
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