Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Summerlin is a financial advisor registered with Certified Advisory Corp. and has been in the industry since October 19, 1988. Stephen has been registered with Certified Advisory Corp. since November 2001. Stephen holds a Series 6, Series 63, and Series 65 license. Stephen's areas of specialization include investments, retirement planning, insurance, estate planning, and college planning. Stephen is a Certified Financial Planner. Stephen also works as a financial advisor for Summerlin Financial Advisors, Inc. and insurance agent for Pinnacle Insurance & Financial Services, Inc. and Accordia Life & Annuity.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Solicitation fees
1
2
FL
02/01/2024 - Present
Certified Advisory Corp. (GAINESVILLE FL)
FL
11/19/1998 - 07/13/2021
TRANSAM SECURITIES, INC. (GAINESVILLE FL)
FL
06/20/2013 - 12/31/2017
MAITLAND SECURITIES, INC. (GAINESVILLE FL)
FL
10/05/1995 - 11/24/1998
CFG SECURITIES CORP. (LONGWOOD FL)
IL
01/03/1992 - 12/02/1993
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
12/17/1986 - 12/31/1991
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Summerlin is the right advisor for you? Invested Better is here to help.
