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Symetra Investment Services




Symetra Investment Services, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams. 
 
Symetra Investment Services is the independent broker dealer division of Symetra Financial. By balancing their own needs with those of their stakeholders and by creating symmetry, if you will believe that they hold the key to creating the shared opportunity and shared reward for every individual they touch.
 
Here they truly believe in the important role of independent financial professionals. The firm provides Registered Representatives with the products and services you need no matter what the situation and makes selling as easy as possible. They are here to help you serve your clients and grow your business and serves independent representatives in all fifty states. Here you are in business for yourself but not by yourself.
 
They realize that a Registered Representative’s ability to meet their clients’ needs hinges on the availability of a complete range of highly competitive products and services.
 
Their services include online client account access, online research, check writing, cash management services, online trading, retirement accounts, customized statements, client confirmations, fee-based accounts, asset management, online access to the fixed income inventory of over 100 firms.
 
They recognize that a representative’s decision to go independent or change firms is not made lightly and they will tailor a team of individuals to ensure that you and your clients experience a speedy and accurate transition to the firm. Assistance is tailored to the specific needs of the individual representative or office coming on board and they partner with you throughout transition and for as long as you choose to stay with them to ensure your ongoing success. 

Their knowledgeable and efficient staff provides you with personal assistance and professional support for all sales, commission, registration, operations and compliance needs. With high commission payouts, no hidden fees, a knowledgeable support staff and a wide range of products and services, they have what you need to continue your success.

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