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Andrea Ayumi Sakomoto

Symetra Securities, Inc.

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About Andrea Ayumi Sakomoto

Andrea Sakomoto is a registered representative with Symetra Securities, Inc. and has been in the financial services industry for over 20 years. Andrea holds a Series 7, 24, and 66 license and has been registered in Washington and California. Andrea was previously registered with UnionBanc Investment Services, LLC.

Firm Information

Andrea Sakomoto is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrea Sakomoto’s Registration & Firm History

WA

08/10/2023 - Present

Symetra Securities, Inc. (BELLEVUE WA)

CA

09/16/2003 - 08/01/2023

UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)

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Licenses & Designations

BOTH

Issued 07/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Ayumi Sakomoto.
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