linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cesar Duenas sanchez

Summit Global Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cesar? Claim Your Profile

About Cesar Duenas sanchez

Cesar Duenas sanchez is an investment advisor representative at Summit Global Investments, LLC. Cesar has been in the financial industry since April 2019 and has been registered with the state of Utah since November 2022. Cesar offers financial planning, portfolio management for individuals, businesses, and investment companies, and analytical services. Cesar is registered with the state of Utah and is also licensed with Series 63, 66, 7TO and SIE licenses.

Firm Information

Cesar Duenas sanchez is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

analytical services.

Analytical services.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cesar Duenas sanchez’s Registration & Firm History

UT

11/09/2022 - Present

Summit Global Investments, LLC (Bountiful UT)

UT

04/05/2019 - 10/28/2022

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

Not sure if Cesar Duenas sanchez is right for you?

Licenses & Designations

BOTH

Issued 08/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cesar Duenas sanchez.
Not sure if Cesar Duenas sanchez is right for you?