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RP

Robert C. Parks

SYMETRA SECURITIES
Bellevue, WA 98004-5135
Some features on this profile are disabled
CRD#: 3112666
RP

Professional summary


Robert Chadwick Parks, who also goes by Chad Parks, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chad Parks

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 Robert Chadwick Parks'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

February 22, 2022 - Present

SYMETRA SECURITIES, INC.

Office #1: 777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
BD
CRD#: 739
Bellevue, WA
Past

January 26, 2015 - September 27, 2019

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ
Past

August 26, 2009 - February 11, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

August 18, 2006 - June 15, 2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

June 16, 2003 - August 18, 2006

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

August 13, 2002 - April 10, 2003

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

February 27, 2002 - September 10, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 23, 1999 - July 2, 2001

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

October 2, 1998 - March 9, 1999

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ

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
(6/29/2022)
RR
Washington
(6/29/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 2/22/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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


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Company Information


SYMETRA SECURITIES, INC.

CRD#: 739Bellevue, WA 98004-5135

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