Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Summa is a financial advisor with Investment Distributors, Inc. located in Covington, Kentucky. Robert Summa has been in the financial services industry for over 35 years. He has a strong background in investments, with experience in a variety of areas, including securities, investment company products, and variable contracts. Robert Summa has a Series 7, Series 6, Series 24, and Series 63 license. He holds registrations in Connecticut. Robert Edward Summa was previously registered with Concourse Financial Group Securities, Inc., Cetera Investment Services LLC, Broker Dealer Financial Services Corp., UVEST Financial Services Group, Inc., IFMG Securities, Inc., Invest Financial Corporation, and Metropolitan Life Insurance Company.
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.
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.
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2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
AL
10/08/2018 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
MN
06/30/2017 - 07/12/2018
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
IA
12/10/2015 - 12/31/2016
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
MN
01/14/2010 - 01/07/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
NC
11/17/2008 - 08/12/2009
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
11/17/2008 - 08/10/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
03/12/2002 - 08/29/2008
IFMG SECURITIES, INC. (PURCHASE NY)
WI
03/19/1985 - 03/08/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/01/1982 - 03/17/1983
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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