Jennifer C. Weglarz
Professional summary
Jennifer Claire Weglarz is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.
Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2007. Jennifer has worked at 6 firms and has passed the SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jennifer Claire Weglarz's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2022 - Present
SYMETRA SECURITIES, INC.
Office #1: 777 108th Avenue Ne Suite 1200, Bellevue, WA 98004-5153December 19, 2019 - March 3, 2022
KESTRA INVESTMENT SERVICES, LLC
October 21, 2015 - May 31, 2019
INVESCO DISTRIBUTORS, INC.
June 10, 2011 - October 5, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
January 2, 2009 - May 21, 2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
November 16, 2007 - January 2, 2009
RIVERSOURCE DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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 |
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