Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Summers is a financial advisor with Charles Schwab & CO., Inc. Jennifer has been in the financial services industry since 2009. Jennifer is registered to offer investment advice and securities in 46 states, including Missouri. Jennifer Summers holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66 licenses. She is also a registered Investment Advisor Representative in Missouri. Jennifer has prior work experience with TD Ameritrade, Inc. and Scottrade, Inc. Jennifer Summers' focus is on financial planning, wrap fee programs, and referral programs for financial planning clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
05/20/2019 - Present
Charles Schwab & CO., Inc. (Clayton MO)
MO
05/06/2022 - 05/19/2024
TD AMERITRADE, INC. (Clayton MO)
MO
10/28/2008 - 03/09/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 05/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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