Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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