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Our Qualifications

It is the advisor that makes the difference.

In the investment business, clients have the opportunity to work with advisors who work with banks, large wirehouses or small independent firms. Each of these entities are associated with a broker/dealer like Sigma Financial Corporation and must clear through a clearing firm like National Financial Services. Each of these broker/dealers can, and in many cases do, clear through the same clearing firms. For this reason, it is the advisor that makes the difference. An independent advisor has the added ability to work beyond the product limitations of corporate entities allowing for greater opportunities for his clients.

Symmetra Advisors has extensive personal and professional experienence and is licensed to sell a variety of investment and insurance products. As an independent firm, we are able to utilize a wide range of industry resources to help our clients pursue their financial goals. If we don't have a product that you are looking for or that we feel you need in your portfolio, we will find someone who does. At Symmetra Advisors, our advisors make the difference. We are independent. We work for our clients.

At Symmetra Advisors, you will be working with a licenced financial advisor who holds a FINRA Series 7 General Securities Representative, Series 63 Uniform State Law Securities Agent and the Series 65 Uniform Investment Adviser Representative licenses.

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