Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Yamamoto has been in the financial services industry since 1998 and is currently registered with Symetra Securities, Inc. in Bellevue, WA. Lisa has passed the Series 6, Series 63 and SIE exams. She is a registered representative in Washington. Lisa previously worked at SYMETRA INVESTMENT SERVICES, INC. from 1998 to 2013.
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.
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WA
02/06/2014 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
07/24/1998 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
BC
Issued 06/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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