Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Zeigman is a registered representative with Avantax Investment Services, Inc., a financial services firm that provides investment advice and products. Summer is located in Dallas, Texas, and has been in the industry since November 3, 2021. Summer holds the Series 7TO and SIE licenses. Prior to Avantax Investment Services, Inc., Summer worked for Wells Fargo Clearing Services, LLC and Equitable Advisors, LLC.
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
TX
08/23/2023 - Present
Avantax Investment Services, Inc. (DALLAS TX)
MO
12/09/2021 - 07/17/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
12/14/2020 - 02/22/2021
EQUITABLE ADVISORS, LLC (DALLAS TX)
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Summer Zeigman is the right advisor for you? Invested Better is here to help.
