Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Lynn Ellis is a financial professional with over 13 years of experience in the industry. Courtney is currently registered with Symetra Securities, Inc. in Bellevue, Washington. Courtney holds the Series 6, Series 26, Series 63, Series 99TO and SIE licenses. Courtney has been registered with Symetra Securities, Inc. since 2012. Courtney was previously registered with Symetra Investment Services, Inc. and Key Investment Services LLC.
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.
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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2
WA
05/24/2012 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
06/15/2012 - 12/03/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
12/18/2009 - 05/21/2012
KEY INVESTMENT SERVICES LLC (MILL CREEK WA)
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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