Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Caudle is an investment advisor representative with Scissortail Wealth Management, LLC in Tulsa, Oklahoma. Summer has been in the financial services industry since 2007 and is a registered investment advisor in Oklahoma. She holds a Series 66, Series 7 and SIE. Summer is committed to helping her clients achieve their financial goals. Summer previously worked at UBS Financial Services Inc. and 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.
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
OK
01/08/2025 - Present
Scissortail Wealth Management, LLC (TULSA OK)
OK
03/11/2009 - 11/19/2018
UBS FINANCIAL SERVICES INC. (TULSA OK)
OK
07/17/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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