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Jennifer Claire Weglarz

Symetra Securities, Inc.

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About Jennifer Claire Weglarz

Jennifer Claire Weglarz is a financial advisor based in BELLEVUE, WA with over 14 years of experience in the financial services industry. Jennifer is currently registered with Symetra Securities, Inc. Jennifer has a Series 6, Series 7 and SIE license and has previously worked at KESTRA INVESTMENT SERVICES, LLC, INVESCO DISTRIBUTORS, INC., AMERIPRISE FINANCIAL SERVICES, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. and RIVERSOURCE DISTRIBUTORS, INC..

Firm Information

Jennifer Weglarz 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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Jennifer Weglarz’s Registration & Firm History

WA

03/03/2022 - Present

Symetra Securities, Inc. (BELLEVUE WA)

TX

12/19/2019 - 03/03/2022

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

TX

10/21/2015 - 05/31/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

MN

06/10/2011 - 10/05/2015

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

01/02/2009 - 05/21/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

11/16/2007 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/12/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Claire Weglarz.
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