Summit Brokerage Services, Inc.

CONNECT

Address:

1150 Crater Lake Ave, Suite A
Medford, OR 97504

Phone:

541-779-0800

Fax/Other:

541-779-0814

 

Cheryl D. Dyer, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER™Practitioner
 
Cheryl has been an independent financial planner since 1996. She received her Bachelor of Science degree from California Polytechnic University, Pomona and completed the Professional Certification Program from the College for Financial Planning, Denver, CO. Cheryl came to the financial industry after a fifteen year career in management at the Southern California Automobile Association. She is a General Securities Principal and Investment Advisory Representative.
 
Licenses: FINRA series: 7 (general securities), 51 (municipal fund securities principal) 63 (state securities license), 24 (general securities principal), IAR (Investment Advisor Representative), State of Oregon Insurance Licensed.
 
Bruce J. Garetto, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER™Practitioner
 
Bruce has been in the financial field since 1988. He spent fifteen years with Charles Schwab and Company, Inc. in various capacities including, investments, trading operations, and branch management. Bruce has been an independent financial planner since 2005. Prior to entering the financial field, Bruce was in system sales representing National Semiconductor. Bruce received his Bachelor of Arts degree from San Francisco State University and completed the Professional Certification Program from the College for Financial Planning, Denver, CO. Bruce is a member of the  Medford Rogue Rotary Club and the Southern Oregon Estate Planning Council. He is an Investment Advisory Representative.
 
Licenses: FINRA series: 7 (general securities), 8 (general securities sales supervisor), 63 (state securities license), IAR (Investment Advisor Representative), State of Oregon Insurance Licensed.
 
We're looking forward to using our experience to help you pursue your financial goals.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck