Charles C. Bonelli
Professional summary
Charles Christian Bonelli, CIMA®, who also goes by Christian Bonelli, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.
Charles is registered as a RR (Registered Representative) and started their career in finance in 2000. Charles has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Charles Christian Bonelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2024 - Present
SYMETRA SECURITIES, INC.
Office #1: 777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135May 23, 2013 - November 13, 2024
TRANSAMERICA CAPITAL, LLC
January 21, 2009 - May 29, 2013
FRANKLIN DISTRIBUTORS, LLC
April 25, 2006 - December 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
December 7, 2004 - March 16, 2006
CITIZENS SECURITIES, INC.
July 8, 2004 - March 16, 2006
CITIZENS SECURITIES, INC.
December 14, 2000 - June 7, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/10/2024)
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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 |
Red Flags
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