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John Robert Haldeman

Symetra Securities, Inc.

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About John Robert Haldeman

John Robert Haldeman is a financial professional with experience in the financial services industry. John is currently registered with Symetra Securities, Inc. in Bellevue, Washington. He has a Series 7, Series 63, and Series 65 license. John has been a registered representative since May 26, 2015.

Firm Information

John Haldeman 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 Haldeman’s Registration & Firm History

WA

01/27/2023 - Present

Symetra Securities, Inc. (BELLEVUE WA)

OH

04/09/2018 - 01/17/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

08/12/2015 - 02/12/2018

NATIONWIDE SECURITIES, LLC (Grandview Heights OH)

OH

05/26/2015 - 08/11/2015

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

IA

Issued 02/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Robert Haldeman. Review regulatory record here.
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