Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Summers is a financial advisor registered with Neuberger Berman BD LLC and has over 20 years of experience in the financial industry. He is a Chartered Financial Analyst and holds the Series 63, Series 7, and SIE licenses. Robert Summers specializes in working with individuals and investment companies. He has previously worked at Van Kampen American Capital Distributors, Inc. and Emanuel and Company. His current office location is in Chicago, Illinois.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IL
03/12/2021 - Present
Neuberger Berman BD LLC (CHICAGO IL)
TX
08/09/1993 - 07/26/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
05/11/1992 - 06/09/1992
EMANUEL AND COMPANY (NEW YORK NY)
BC
Issued 10/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Robert Summers is the right advisor for you? Invested Better is here to help.
