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David Ashley Frey

Symetra Securities, Inc.

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About David Ashley Frey

David Ashley Frey is a financial advisor with over 25 years of experience in the industry. David has a strong background in securities and investment company products, having held positions at various firms, including Symetra Investment Services, Inc., Cambridge Investment Research, Inc., and MML Investors Services, Inc. David is currently registered with Symetra Securities, Inc. and holds several industry licenses including Series 6, 7, 26, 63, 65, and 99TO. David specializes in providing financial advice and guidance to individuals and families.

Firm Information

David Frey 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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David Frey’s Registration & Firm History

WA

09/30/2013 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

02/10/2011 - 09/30/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

CT

01/22/2010 - 03/03/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (BERLIN CT)

CT

07/21/2009 - 10/19/2009

MML INVESTORS SERVICES, INC. (ENFIELD CT)

CT

07/22/1999 - 10/19/2009

MML DISTRIBUTORS, LLC (ENFIELD CT)

CT

07/03/1996 - 06/18/1999

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 10/04/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2008

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 12/23/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Ashley Frey.
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