Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Evans Bridges is a financial professional with over 20 years of experience in the industry. Summer is currently registered with Stephens, a firm with a long history of providing financial services to clients. Summer's experience includes working with individuals, families, and businesses to develop personalized financial plans and investment strategies. Summer is also experienced with providing financial planning and investment advice to corporations, trusts, non-profit organizations, and retirement plans. Summer holds FINRA Series 7, Series 63, and SIE licenses, and is licensed in over 50 states.
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.
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.
1
2
MS
01/14/2009 - Present
Stephens (RIDGELAND MS)
MS
07/02/2003 - 01/15/2009
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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