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Susan Fowler Oatis

SYMETRA INVESTMENT SERVICES, INC.·BELLEVUE, Washington
Unclaimed Profile
777 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 5922799Firm CRD# 19061
01

About

Susan Fowler Oatis 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# 5922799
Firm CRD# 19061
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Fowler Oatis offer?
Susan Fowler Oatis specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Susan Fowler Oatis's credentials?
Susan Fowler Oatis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Fowler Oatis located?
Susan Fowler Oatis 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 Susan Fowler Oatis charge for services?
Susan Fowler Oatis'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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