Unclaimed
Summer Rachael Przybylak is a registered representative with The Leaders Group, Inc. Summer has been in the financial industry since December 11, 2010. Summer holds Series 7, Series 31, and SIE licenses. Summer also passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Summer is registered in New York. Summer previously worked for BLUEROCK CAPITAL MARKETS LLC, INFINEX INVESTMENTS, INC., and MORGAN STANLEY DW INC.
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
CO
01/03/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
11/04/2016 - 01/28/2020
BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)
CT
06/21/2011 - 10/21/2016
INFINEX INVESTMENTS, INC. (MERIDEN CT)
NY
07/30/2001 - 02/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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