Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Rae Pretzer is a financial advisor with Cetera Investment Advisers LLC. Summer has over 20 years of experience in the financial services industry. Summer is registered with the state of California as both a Broker-Dealer and an Investment Advisor Representative. Summer has a wide range of experience working with clients in the San Diego area, and has held positions with several firms including First Allied Securities, Inc., Academy Securities, Inc., LPL Financial LLC, Morgan Stanley Smith Barney, Stern Fisher Edwards Inc, WAMU Investments, Inc., Wachovia Securities, LLC, and Salomon Smith Barney Inc. Summer's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and corporations.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
04/15/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
01/08/2016 - 05/01/2017
ACADEMY SECURITIES, INC. (SAN DIEGO CA)
CA
03/16/2011 - 11/20/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/12/2010 - 03/18/2011
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
10/16/2009 - 03/09/2010
STERN FISHER EDWARDS INC (LOS ANGELES CA)
CA
04/08/2008 - 10/23/2008
WAMU INVESTMENTS, INC. (IRVINE CA)
CA
02/20/2003 - 04/07/2008
WACHOVIA SECURITIES, LLC (NEWPORT BEACH CA)
NY
10/15/1998 - 10/21/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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