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MM

Megan V. Meyers

SYMETRA SECURITIES
Bellevue, WA 98004-5153
Some features on this profile are disabled
CRD#: 2191767
MM

Professional summary


Megan Vaughn Meyers, who also goes by Megan Ann Vaughn, Megan Anne Vaughn, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.

Megan is registered as a RR (Registered Representative) and started their career in finance in 1991. Megan has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Megan Ann Vaughn | Megan Anne Vaughn

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


Click below to view Megan Vaughn Meyers's CRS (Customer Relationship Summary).

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

September 23, 2014 - Present

SYMETRA SECURITIES, INC.

Office #1: 777 108th Avenue Ne Suite 1200, Bellevue, WA 98004-5153
BD
CRD#: 739
Bellevue, WA
Past

January 9, 2014 - July 9, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
WASHINGTON, DC
Past

April 27, 2011 - September 26, 2013

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HORSHAM, PA
Past

February 3, 2011 - April 4, 2011

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MIDLOTHIAN, VA
Past

January 9, 2007 - February 9, 2010

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

March 9, 2006 - December 31, 2006

COMMUNITY BANKERS SECURITIES, LLC

BD
CRD#: 42794
RICHMOND, VA
Past

January 10, 2001 - January 9, 2006

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
CHESTERTOWN, MD
Past

May 31, 2000 - May 30, 2001

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

June 16, 1995 - June 1, 1998

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

March 1, 1994 - June 20, 1995

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

April 6, 1993 - March 9, 1994

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

December 20, 1991 - April 1, 1993

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA

State Registrations and Notice Filings


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

RR
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

RR
District of Columbia
(9/23/2014)
RR
Florida
(2/27/2025)
RR
Georgia
(2/27/2025)
RR
New Jersey
(10/16/2024)
RR
New Mexico
(2/27/2025)
RR
Pennsylvania
(2/27/2025)
RR
Texas
(2/27/2025)
RR
Virginia
(2/27/2025)
RR
Washington
(2/27/2025)
RR
Wisconsin
(2/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/28/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


SS
SYMETRA SECURITIES, INC.
SAFECO SECURITIES, INC. | SYMETRA SECURITIES, INC.

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

BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SYMETRA FINANCIAL CORPORATIONOWNER
BALKOVETZ, CHANTEL LEEDIRECTOR2490011
DIMITRI, DAVID MICHAELSECRETARY4806001
DOW, SHANEN LYNNASSISTANT TREASURER7676848
ELLIS, COURTNEY LYNNCHIEF OPERATING OFFICER5460601
FARRELL, ANDREW MICHAELPRESIDENT, DIRECTOR4463467
HANSON, COLLEENASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL7271134
MURPHY, COLLEEN MARYDIRECTOR4842602
NORBERG, KRISTIN ROUSTVICE PRESIDENT7033021
OBERDECK, ANDREW AASSISTANT SECRETARY8015633
OTTO, JOSEPHINE RASSISTANT SECRETARY8015301
RABIN, KEVIN WILLIAMDIRECTOR7033042
SANDERS, BARBARA ANNCHIEF COMPLIANCE OFFICER2206030

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SYMETRA SECURITIES, INC.

CRD#: 739Bellevue, WA 98004-5153

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