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Heidi Lynn Stenberg

Symetra Securities, Inc.

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About Heidi Lynn Stenberg

Heidi Stenberg is a financial professional with over 20 years of experience in the industry. Heidi currently works at Symetra Securities, Inc. where she is registered as a General Securities Representative, Investment Company Products/Variable Contracts Representative and has the Series 24 and Series 26 licenses. Previously, Heidi has worked at Russell Investments Implementation Services, LLC and Russell Investments Financial Services, LLC. Heidi has also previously worked at Symetra Investment Services, Inc.

Firm Information

Heidi Stenberg 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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Heidi Stenberg’s Registration & Firm History

WA

07/25/2019 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

06/07/2016 - 07/23/2019

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)

WA

07/31/2007 - 07/23/2019

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

WA

04/02/2001 - 07/27/2007

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 12/08/2010

Series 24 - General Securities Principal Examination

BC

Issued 05/25/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi Lynn Stenberg.
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