Invested Better
Unclaimed

Unclaimed

Unclaimed

Konni Sue McCarrell

Symetra Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Konni? Claim Your Profile

About Konni Sue McCarrell

Konni Sue McCarrell is a registered representative with Symetra Securities, Inc. based in Bellevue, Washington. Konni has been in the industry since April 16, 2000, and holds the Series 6, Series 63, and Series 99TO licenses. Konni has been with Symetra Securities, Inc. since September 30, 2013. Previously, Konni worked at SYMETRA INVESTMENT SERVICES, INC.

Firm Information

Konni McCarrell 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Konni McCarrell’s Registration & Firm History

WA

09/30/2013 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

04/17/2000 - 09/30/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

Not sure if Konni Sue McCarrell is right for you?

Licenses & Designations

BC

Issued 08/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Konni Sue McCarrell.
Not sure if Konni Sue McCarrell is right for you?