Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colette? Claim Your ProfileColette Genevieve Summers is a financial professional with experience in the securities industry. Colette has passed the Series 79TO and SIE exams. Colette is currently registered with J.P. Morgan Institutional Investments Inc. in the state of California. Colette previously worked at Goldman Sachs & Co. LLC in Seattle, Washington.
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.
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.
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CA
12/21/2022 - Present
J.p. Morgan Institutional Investments Inc. (SAN FRANCISCO CA)
WA
08/26/2019 - 08/31/2021
GOLDMAN SACHS & CO. LLC (SEATTLE WA)
BC
Issued 08/26/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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