Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Jolly is a financial professional with over 14 years of experience in the financial industry. Summer holds the Series 4, 7, 24, 53 and 63 securities licenses. Summer currently works for Blackrock Investments, LLC in their Boston office. Summer previously worked for SEI Investments Distribution Co. in Oaks, PA. Summer's current registrations are with FINRA, and the state of Massachusetts.
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.
1
2
MA
04/17/2012 - Present
Blackrock Investments, LLC (BOSTON MA)
PA
10/30/2008 - 04/20/2012
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2016
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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