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Jacqueline Marie Veneziani

SYMETRA INVESTMENT SERVICES, INC.·BELLEVUE, Washington
Unclaimed Profile
777 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 4191618Firm CRD# 19061
01

About

Jacqueline Marie Veneziani is a registered financial advisor based in BELLEVUE, Washington, affiliated with SYMETRA INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SIGNATOR FINANCIAL SERVICES, INC.
SIGNATOR FINANCIAL SERVICES, INC.
AUM
$409M
Regulatory assets under management
Employees
73
Total firm employees
View all advisors at SIGNATOR FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4191618
Firm CRD# 19061
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqueline Marie Veneziani offer?
Jacqueline Marie Veneziani specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Jacqueline Marie Veneziani's credentials?
Jacqueline Marie Veneziani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Marie Veneziani located?
Jacqueline Marie Veneziani is based in BELLEVUE, Washington, working with SYMETRA INVESTMENT SERVICES, INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Jacqueline Marie Veneziani charge for services?
Jacqueline Marie Veneziani's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYMETRA INVESTMENT SERVICES, INC.?
SYMETRA INVESTMENT SERVICES, INC. has approximately 73 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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