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LL

Linda Loth

SYMETRA SECURITIES
Bellevue, WA 98004-5153
Some features on this profile are disabled
CRD#: 5177543
LL

Professional summary

Linda Loth is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.

Linda is registered as a RR (Registered Representative) and started their career in finance in 2006. Linda has worked at 8 firms and has passed the Series 66, 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.
1. NAME OF OTHER BUSINESS: APPLE HOA INVESTMENT RELATED: NO ADDRESS: 2422 APPLE AVE, TORRANCE, CA 90501 NATURE OF BUSINESS: HOME OWNERS ASSOC START DATE: 4/2014 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1, NONE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ACTIVITIES OF HOA, PRESIDE OVER MEETINGS AND SET AGENDA.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Linda Loth'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

October 1, 2024 - Present

SYMETRA SECURITIES, INC.

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

September 14, 2023 - April 26, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Redondo Beach, CA
Past

September 14, 2023 - April 26, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

April 21, 2016 - July 28, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

April 21, 2016 - July 28, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

May 25, 2011 - December 8, 2015

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
EL SEGUNDO, CA
Past

May 25, 2011 - December 8, 2015

CETERA ADVISORS LLC

BD
CRD#: 10299
EL SEGUNDO, CA
Past

May 23, 2011 - December 8, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EL SEGUNDO, CA
Past

May 19, 2011 - December 8, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

August 25, 2010 - May 20, 2011

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SANTA MONICA, CA
Past

January 25, 2010 - May 20, 2011

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SANTA MONICA, CA
Past

March 7, 2008 - November 13, 2009

ASSOCIATED SECURITIES CORP.

RIA
CRD#: 12969
EL SEGUNDO, CA
Past

March 7, 2008 - November 13, 2009

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
EL SEGUNDO, CA
Past

November 26, 2007 - March 28, 2008

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

December 19, 2006 - March 28, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA

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
California
(10/1/2024)
RR
Washington
(10/1/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/2006
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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