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Lynn Marie Willits

Symetra Securities, Inc.

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About Lynn Marie Willits

Lynn Marie Willits is a securities professional with over 10 years of experience in the industry. Lynn currently works at Symetra Securities, Inc. in Bellevue, Washington. Lynn is registered with the state of Washington. Previously, Lynn worked at Intersecurities, Inc. in Redmond, Washington. Lynn holds a Series 6, 26 and 63 license and the SIE exam.

Firm Information

Lynn Willits 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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Lynn Willits’s Registration & Firm History

WA

01/18/2017 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

10/11/2007 - 11/05/2007

INTERSECURITIES, INC. (REDMOND WA)

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Licenses & Designations

BC

Issued 03/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Marie Willits.
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