Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vanzandt Summers has been in the financial services industry since 1984. Michael is a registered representative with Investment Research Corp. and is currently registered in 18 states. Michael holds several licenses including Series 6, Series 22, Series 63 and SIE and has the designation of Certified Financial Planner. Michael has worked at 1717 Capital Management Company and World Capital Brokerage, Inc. in the past. Michael primarily works with individual clients as well as pension and profit-sharing plans, investment companies and high net worth individuals. The primary services Michael provides are financial planning, selection of other advisors and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/10/2016 - Present
Investment Research Corp. (York PA)
PA
10/11/1984 - 01/22/2008
1717 CAPITAL MANAGEMENT COMPANY (YORK PA)
BC
Issued 10/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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