Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michal Summerhays is a registered investment advisor representative with Alliancebernstein LP. Steven has been in the financial services industry for over 5 years. Steven holds Series 63, 66 and 7 securities licenses and the SIE exam. Steven is registered to offer investment advisory services in multiple states. Alliancebernstein LP is a financial services company that provides investment management, research, and advisory services to clients.
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.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/10/2023 - Present
Alliancebernstein LP (Los Angeles CA)
BOTH
Issued 09/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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