Aaron T. Vest
Professional summary
Aaron Todd Vest is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.
Aaron is registered as a RR (Registered Representative) and started their career in finance in 1995. Aaron has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Aaron Todd Vest's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2026 - Present
SYMETRA SECURITIES, INC.
Office #1: 777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135June 6, 2024 - January 7, 2026
CUNA BROKERAGE SERVICES, INC.
January 2, 2024 - May 21, 2024
WORLD EQUITY GROUP, INC.
January 28, 2022 - December 31, 2023
THE LEADERS GROUP, INC.
September 10, 2012 - March 9, 2020
EQUITABLE DISTRIBUTORS, LLC
January 14, 2010 - September 11, 2012
NATIONWIDE INVESTMENT SERVICES CORPORATION
August 12, 1998 - January 5, 2010
EQUITABLE DISTRIBUTORS, LLC
January 28, 1998 - August 4, 1998
AMERIPRISE ADVISOR SERVICES, INC.
November 10, 1995 - February 2, 1998
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/2/2026)
(4/2/2026)
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, VICE PRESIDENT | 7676848 |
| ELLIS, COURTNEY LYNN | CHIEF OPERATING OFFICER | 5460601 |
| FARRELL, ANDREW MICHAEL | PRESIDENT, DIRECTOR | 4463467 |
| HANSON, COLLEEN | ASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL, TREASURER, CHIEF FINANCIAL OFFICER | 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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