Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Elizabeth Odin is a financial advisor with over 10 years of experience in the industry. Summer is a Certified Financial Planner and is registered to provide investment advice in 40 states. Summer is affiliated with D.a. Davidson & Co. where Summer is a Registered Representative. Previously, Summer worked for Wells Fargo Clearing Services, LLC. Summer has worked with a variety of clients including individuals, businesses, and charitable organizations. Summer specializes in financial planning, portfolio management, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
CA
02/02/2022 - Present
D.a. Davidson & Co. (Simi Valley CA)
CA
12/20/2013 - 05/13/2020
WELLS FARGO CLEARING SERVICES, LLC (PACIFIC PALISADES CA)
BOTH
Issued 01/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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