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Martha Jane Stewart

Symetra Securities, Inc.

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About Martha Jane Stewart

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.

Firm Information

Martha Stewart 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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Martha Stewart’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martha Jane Stewart.
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