Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brent Summa is a financial advisor with over 30 years of experience in the financial services industry. Kevin is currently registered with Raymond James Financial Services Advisors, Inc., where Kevin has been employed since January 2009. Prior to joining Raymond James, Kevin held positions at various financial institutions including A. G. Edwards & Sons, Inc., Piper Jaffray Inc., and Kemper Financial Services, Inc. Kevin is a Certified Financial Planner and holds several securities licenses including Series 6, 7, 24, 63, and 66. Kevin has expertise in providing financial planning services, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
09/30/2022 - Present
Raymond James Financial Services Advisors, Inc. (LENEXA KS)
MO
06/05/1996 - 11/14/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
05/17/1995 - 06/28/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IL
02/01/1995 - 08/22/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
07/25/1990 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BOTH
Issued 07/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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