Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Summer is a financial advisor with over 30 years of experience in the industry. Henry is a Certified Financial Planner™ professional and has held registrations in multiple states. Henry's current firm is Cambridge Investment Research Advisors, Inc., where Henry has been working since December 2020. Prior to Cambridge Investment Research Advisors, Inc., Henry was with Avantax Investment Services, Inc. for 33 years. Henry works with individuals and families to help them reach their financial goals. Henry specializes in financial planning, portfolio management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
12/08/2020 - Present
Cambridge Investment Research Advisors, Inc. (Newberry SC)
SC
06/30/1987 - 12/17/2020
AVANTAX INVESTMENT SERVICES, INC. (NEWBERRY SC)
BC
Issued 06/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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