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John Michael Beil

Symetra Securities, Inc.

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About John Michael Beil

John Michael Beil is a financial professional with over 30 years of experience in the industry. He is currently registered with Symetra Securities, Inc. in Bellevue, Washington. John has a diverse background, having previously held positions with Lincoln Financial Distributors, Inc., MetLife Investors Distribution Company, American Skandia Marketing, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds a variety of licenses and qualifications, including Series 6, Series 26, and Series 63.

Firm Information

John Beil 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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John Beil’s Registration & Firm History

WA

05/02/2018 - Present

Symetra Securities, Inc. (BELLEVUE WA)

KS

10/07/2002 - 04/24/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (LEAWOOD KS)

CA

01/16/2002 - 08/08/2002

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

CT

10/07/1994 - 01/30/2002

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

NY

08/16/1990 - 07/21/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/22/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Beil.
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