Steven Summa Email & Phone Number
Financial Planner and Registered Representative @ Cambridge Investment Research, Inc.
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Steven Summa Location
- Montvale, NJ, US
Steven Summa Work
- Financial Planner and Registered Representative @ (October 2013 - Present)
- Financial Planner and Registered Representative @ New England Financial (January 2009 - October 2013)
- Financial Consultant @ (October 2003 - January 2009)
- Financial Represenative @ New England Financial (June 1999 - October 2003)
- Internal Wholesaler Annuities and Mutual Funds @ (May 1998 - June 1999)
- Senior Project Geologist @ (June 1991 - July 1997)
- Field Artillery Officer @ (May 1987 - April 1991)
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
- Personal Financial Planning
- Financial Services
- Mutual Funds
- Strategic Financial Planning
- Retirement Planning
- IRAs
- FINRA
- 401k
- Series 7
- Financial Advisory
- Series 63
- Securities
- Wealth Management
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 2 mobile phone numbers on RocketReach.
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