Steven Summa Email & Phone Number
Financial Planner and Registered Representative @ Cambridge Investment Research, Inc.
Steven Summa Location
Montvale, NJ, US
Steven Summa Work
- 2013 - now Financial Planner and Registered Representative @ Cambridge Investment Research, Inc.
- 2009 - 2013 Financial Planner and Registered Representative @ New England Financial
- 2003 - 2009 Financial Consultant @ A.G. Edwards & Sons, Inc.
- 1999 - 2003 Financial Represenative @ New England Financial
- 1998 - 1999 Internal Wholesaler Annuities and Mutual Funds @ Aetna, a CVS Health Company
- 1991 - 1997 Senior Project Geologist @ HRP Associates, Inc.
- 1987 - 1991 Field Artillery Officer @ US Army
Steven Summa Education
- University of Connecticut
B.S. (Geology & Geophysics)
1982 - 1986 - Newington High School
Diploma (General Studies)
1978 - 1982
Steven Summa Skills
- Retirement
- Education Funding
- Investments
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Fixed Annuities
- Variable Annuities
- Stocks
- Estate Planning
Steven Summa Summary
Steven Summa, based in Montvale, NJ, US, is currently a Financial Planner and Registered Representative at Cambridge Investment Research. Steven Summa brings experience from previous roles at New England Financial, A.G. Edwards & Sons, Inc. and Aetna Financial Services. Steven Summa holds a 1982 - 1986 B.S. in Geology & Geophysics @ University of Connecticut. With a robust skill set that includes Retirement, Education Funding, Investments, Life Insurance, Disability Insurance and more. Steven Summa has 1 emails and 2 mobile phone numbers on RocketReach.
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