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Jennifer H McCafferty

Symetra Securities, Inc.

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About Jennifer H McCafferty

Jennifer McCafferty is a financial professional with over 18 years of experience in the financial services industry. Jennifer is currently registered with Symetra Securities, Inc. and is licensed in Minnesota and Washington. Jennifer holds Series 6, 7, 24, and 63 licenses and the SIE designation. Jennifer has previously worked for firms such as U.S. BANCORP INVESTMENTS, INC., Ameriprise Financial Services, Inc., LPL Financial Corporation, Wealth Enhancement Brokerage Services, LLC, and Allianz Life Financial Services, LLC.

Firm Information

Jennifer McCafferty 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 McCafferty’s Registration & Firm History

WA

06/17/2020 - Present

Symetra Securities, Inc. (BELLEVUE WA)

MN

06/16/2016 - 10/03/2019

U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)

MN

07/22/2010 - 05/16/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

02/18/2009 - 06/08/2010

LPL FINANCIAL CORPORATION (PLYMOUTH MN)

MN

11/12/2009 - 05/05/2010

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)

MN

11/19/2003 - 08/28/2008

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

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Licenses & Designations

BC

Issued 11/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/28/2003

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 H McCafferty.
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