Steven Summa, CFP
Cambridge Investment Research, Inc.
Certified Financial Planner in Montvale, NJ
http://www.cassidyfinancialservices.com
Address:2 Nichols Rd
Montvale, NJ 07645
About Steven Summa
Steven Summa is a financial professional at Cambridge Investment Research, Inc. located in Montvale, New Jersey. Steven Summa holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Steven Summa provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Steven Summa2 Nichols Rd
Montvale, NJ 07645
Phone Number:
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Website:
http://www.cassidyfinancialservices.com
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