Stephanie Summers

Stephanie Summers [ChFEBC℠]

9099 Ridgefield Dr., Ste 101
Frederick, MD 21701

Original Certification Date: 9/20/2012

Organization: Kramer Wealth Managers

Broker Dealer: FSC Securities Corp.

Phone: 301-563-9287 Extension:
Fax: 240-379-6909

Email: stephanie@kramerwealth.com

Website: www.kramerwealth.com

States Currently Licensed: MD, DC, VA, AL, CA, DE, FL, KS, KY, NC, NY, OH, PA, TX, WA, WV

CRD #: 4789829

Primary Insurance Companies: Pacific Life, Jackson National Life, Prudential, Lincoln

Primary Investment Companies: American Funds, Pacific Life, SEI, Loring Ward, Vanguard, BlackRock, Eaton Vance

Services: Retirement planning, college planning, investments, life insurance, long term care, tax planning, estate planning, REITs

Additional Information: I have an MBA and am a Registered Financial Consultant