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FIRM PROFILE
Overview
SYMETRA SECURITIES, INC. is located at 777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135 and was first established at Denver, Washington in 08/24/1967. After operating for 59 years, SYMETRA SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SYMETRA SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. SYMETRA SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SYMETRA SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SYMETRA SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SYMETRA SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SYMETRA SECURITIES, INC. Comes From
Understanding the Statistics for SYMETRA SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
Medium
(800) 796-3872
Washington since 08/24/1967
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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Advisor's working at SYMETRA SECURITIES, INC.
Joanne Mauree Salisbury
Jeffry Weldon Parker
Louis Anthony Mastellone
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