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Timothy Paul Adams

Symetra Securities, Inc.

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About Timothy Paul Adams

Timothy Adams is a financial advisor with Symetra Securities, Inc., with over 10 years of experience in the financial industry. Timothy holds the Series 66, Series 7 and SIE licenses and is registered with the state of Florida, Georgia, Massachusetts, New Mexico, Pennsylvania, Texas, Virginia, and Wisconsin. He previously worked at John Hancock Distributors LLC and Morgan Stanley. Timothy is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Timothy Adams 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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Timothy Adams’s Registration & Firm History

WA

07/09/2018 - Present

Symetra Securities, Inc. (BELLEVUE WA)

MA

09/03/2015 - 06/26/2018

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

10/02/2013 - 05/08/2015

MORGAN STANLEY (BOSTON MA)

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Licenses & Designations

BOTH

Issued 10/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Paul Adams.
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