Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Claire Summa is an investment advisor representative at Centerpoint Advisors, LLC. Courtney has been in the industry since June 2014. Courtney holds a Series 65 license and is registered in Massachusetts. Centerpoint Advisors, LLC is a registered investment advisor with its main office in Needham, MA. The firm provides financial planning, portfolio management for individuals and businesses, and other advisory services. The firm serves high net worth individuals, charitable organizations, and individuals other than high net worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MA
06/13/2018 - Present
Centerpoint Advisors, LLC (NEEDHAM MA)
IA
Issued 04/14/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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