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GA

Glenn E. Agbayani

SYMETRA SECURITIES
Bellevue, WA 98004-5153
Some features on this profile are disabled
CRD#: 2859957
GA

Professional summary

Glenn Enrique Agbayani is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.

Glenn is registered as a RR (Registered Representative) and started their career in finance in 1997. Glenn has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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

Click below to view Glenn Enrique Agbayani'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 30, 2013 - Present

SYMETRA SECURITIES, INC.

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

September 1, 2005 - September 30, 2013

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BELLEVUE, WA
Past

September 21, 2004 - September 9, 2005

TALBOT FINANCIAL SERVICES, INC.

BD
CRD#: 46345
ALBUQUERQUE, NM
Past

August 7, 2001 - September 27, 2004

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

April 7, 2000 - August 22, 2001

TALBOT FINANCIAL SERVICES, INC.

BD
CRD#: 46345
ALBUQUERQUE, NM
Past

July 12, 1999 - November 1, 1999

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

July 1, 1998 - July 12, 1999

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

March 26, 1997 - July 1, 1998

SEAFIRST INVESTMENT SERVICES, INC.

BD
CRD#: 17411
SEATTLE, WA

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
Florida
(2/27/2025)
RR
Georgia
(2/27/2025)
RR
New Mexico
(2/27/2025)
RR
Pennsylvania
(2/27/2025)
RR
Texas
(2/27/2025)
RR
Virginia
(2/27/2025)
RR
Washington
(9/30/2013)
RR
Wisconsin
(2/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/1997
General Securities Representative 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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