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Robert Lake

Symetra Securities, Inc.

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About Robert Lake

Robert Lake is a financial professional with over 15 years of experience in the industry. Robert is currently registered with Symetra Securities, Inc., and has been with the firm since April 2024. Prior to joining Symetra Securities, Inc., Robert was a registered representative at Riversource Distributors, Inc., Pacific Select Distributors, LLC, CUNA Brokerage Services, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Essex National Securities, Inc., and Arrowhead Investment Center, LLC. Robert holds the Series 6, SIE, and Series 63 licenses and is registered to sell securities in California and Washington.

Firm Information

Robert Lake 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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Robert Lake’s Registration & Firm History

WA

04/17/2024 - Present

Symetra Securities, Inc. (BELLEVUE WA)

MN

06/30/2023 - 04/11/2024

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

CA

12/12/2018 - 03/23/2022

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

CA

03/07/2014 - 11/29/2018

CUNA BROKERAGE SERVICES, INC. (REDLANDS CA)

CA

10/01/2012 - 12/10/2012

J.P. MORGAN SECURITIES LLC (REDLANDS CA)

CA

12/22/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (REDLANDS CA)

CA

01/15/2010 - 09/22/2010

ESSEX NATIONAL SECURITIES, INC. (CORONA/ NORCO CA)

CA

07/23/2007 - 01/19/2010

ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)

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Licenses & Designations

BC

Issued 08/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lake.
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