Matthew A. Pointer
Professional summary
Matthew Allen Pointer, who also goes by Matt A Pointer, Matt Pointer, Matthew Pointer, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Allen Pointer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2026 - Present
SYMETRA SECURITIES, INC.
Office #1: 777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135February 6, 2025 - June 1, 2026
J.P. MORGAN SECURITIES LLC
May 5, 2023 - December 12, 2024
ALLIANZ LIFE FINANCIAL SERVICES, LLC
April 17, 2018 - March 4, 2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/4/2026)
(6/4/2026)
Exams
Series 6TO
Date: 5/5/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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, VICE PRESIDENT | 7676848 |
| ELLIS, COURTNEY LYNN | CHIEF OPERATING OFFICER | 5460601 |
| FARRELL, ANDREW MICHAEL | PRESIDENT, DIRECTOR | 4463467 |
| HANSON, COLLEEN | ASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL, TREASURER, CHIEF FINANCIAL OFFICER | 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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