Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Rose is a financial professional with over three years of experience in the industry. Summer is registered with the state of Texas as an Investment Advisor Representative and is currently employed by PNC Investments. Summer holds Series 7 and Series 66 licenses and has a proven track record in providing financial guidance to individuals, businesses, and institutions. Prior to her role at PNC Investments, Summer held positions at BBVA Securities Inc. and Edward Jones.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/18/2021 - Present
PNC Investments (TEXAS CITY TX)
TX
01/12/2021 - 08/16/2021
BBVA SECURITIES INC. (TEXAS CITY TX)
TX
12/20/2017 - 10/01/2020
EDWARD JONES (SEABROOK TX)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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