Invested Better
Unclaimed

Unclaimed

Unclaimed

Carmen Lee Fortier

Symetra Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carmen? Claim Your Profile

About Carmen Lee Fortier

Carmen Fortier is a registered representative with Symetra Securities, Inc. in Bellevue, Washington. Carmen has been in the securities industry since October 2003. Carmen is licensed to sell securities in Washington and holds the following licenses: Series 6, Series 63, SIE and Series 99TO.

Firm Information

Carmen Fortier 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carmen Fortier’s Registration & Firm History

WA

09/30/2013 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

10/03/2003 - 09/30/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

Not sure if Carmen Lee Fortier is right for you?

Licenses & Designations

BC

Issued 11/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carmen Lee Fortier.
Not sure if Carmen Lee Fortier is right for you?