Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Lynn Miller is a financial advisor with over 20 years of experience in the financial services industry. Summer is registered with Wells Fargo Advisors Financial Network, LLC and currently holds registrations in 35 states and the District of Columbia. Summer specializes in providing investment consulting services to institutional clients. Summer also provides financial planning and portfolio management services for individuals and businesses. Prior to joining Wells Fargo Advisors Financial Network, LLC, Summer was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
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CA
05/07/2018 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
04/16/2007 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COSTA MESA CA)
CA
03/13/2007 - 04/03/2007
BEAR, STEARNS & CO. INC. (LOS ANGELES CA)
CA
07/31/2000 - 03/14/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COSTA MESA CA)
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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