Unclaimed
Martha Stewart is a financial advisor with Symetra Securities, Inc. Martha has been a financial advisor for over 20 years and holds the Series 6, Series 63, and SIE licenses. She is registered to provide financial advice in Massachusetts and Washington. Prior to joining Symetra Securities, Inc., Martha worked as a financial advisor for John Hancock Distributors LLC and Sun Life Financial Distributors, Inc.
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
08/07/2023 - Present
Symetra Securities, Inc. (BELLEVUE WA)
MA
09/01/2006 - 07/10/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
04/24/2001 - 07/05/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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