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Mercedes Alexis Williams

Symetra Securities, Inc.

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About Mercedes Alexis Williams

Mercedes Alexis Williams is a financial advisor with Symetra Securities, Inc., based in BELLEVUE, WA. She is a licensed Series 63 and Series 6TO representative and holds the Securities Industry Essentials (SIE) designation. She has over a year of experience in the financial industry, and her registration dates back to October 14, 2022. Her focus at Symetra Securities, Inc. is to provide investment advice and financial planning services to clients.

Firm Information

Mercedes Williams 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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Mercedes Williams’s Registration & Firm History

WA

08/18/2023 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

10/14/2022 - 02/16/2023

SYMETRA SECURITIES, INC. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 02/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mercedes Alexis Williams.
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