Unclaimed
Gregory Ryan Rohtstein is a financial advisor with Symetra Securities, Inc. based in Bellevue, WA. Gregory has over 16 years of experience in the financial services industry. Gregory is licensed to sell securities in 8 states including Florida, Georgia, Massachusetts, New Mexico, Pennsylvania, Texas, Virginia, and Wisconsin. Gregory is also licensed to sell investment company products and variable contracts.
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
09/30/2013 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
04/05/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MA
09/10/2007 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 10/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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