Summit Brokerage Services Welcomes New Advisor

Summit Brokerage Services Welcomes New AdvisorFinancial advisor Barry Barbernell in Laguna Niguel, CA has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.

He was previously affiliated with United Planners’ Financial Services, where he managed over $20 million in client assets. Barbernell brings 26 years of industry experience servicing each client’s unique financial position. Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateGAINS IN NEW & EXISTING HOME SALES

According to the National Association of Realtors, the pace of resales improved 2.4% in September. NAR reported fewer sales of distressed properties and more home sales to families versus investors. The Census Bureau measured only a 0.2% rise in new home buying last month, but a 17.0% annualized advance.1 Continue reading

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Summit Brokerage a Top Sponsor for the ACS Making Strides Against Breast Cancer Walk

Summit Brokerage a Top Sponsor for the ACS Making Strides Against Breast Cancer WalkSummit Brokerage Services, Inc., ranked the #1 Independent Broker-Dealer in the country*, is proud to announce its sponsorship of the South Palm Beach, FL American Cancer Society’s “Making Strides Against Breast Cancer” walk. In addition to having over 40 associates from Summit’s Boca Raton office participate in the walk on October 25th, Summit sponsored the Survivor’s Breakfast Tent. The Survivor’s Breakfast tent served over 400 cancer survivors to a special breakfast, massage chairs and goodie bags. As of the date of this press release, Summit has contributed and raised over $17,000 to the walk. Continue reading

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Summit Brokerage Services Welcomes New Advisor

Summit Brokerage Services Welcomes New AdvisorFinancial advisor Marc Linsky of E Street Financial with offices in New Jersey and Florida has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*. Continue reading

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Are Financial Advisors Superheroes?

Are Financial Advisors SuperheroesAre financial advisors superheroes? Yes, in a sense — or at least in dollars and cents, anyway. While financial advisors may not possess any superhuman characteristics which enable them to travel faster than a speeding bullet or leap over tall buildings in a single bound, they can help save the finances of their clients. If this isn’t a lifesaving skill, it’s definitely a life changing one. Continue reading

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Weekly Economic Update

Summit Brokerage Services Weekly Economic UpdateCONSUMER SENTIMENT: A PLEASANT SURPRISE

Ebola fears and a choppy stock market haven’t quite rattled household optimism. At a reading of 86.4 (its highest in more than seven years), the University of Michigan’s initial October consumer sentiment index confounded analysts who expected a decrease from September’s final 84.6 mark. Consensus forecasts from MarketWatch and Briefing.com both predicted a retreat to 83.5. September’s 0.3% slip in retail sales remained a consumer question mark, especially after August’s 0.6% gain.1,2 Continue reading

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Independent Financial Advisors are CEOs

Independent Financial Advisors are CEOs Going independent means you are ready to be a true entrepreneur. Being the CEO of your own financial business is a dream come true for those who don’t want to conform to the big wire houses or answer to anyone. While this avenue isn’t for everyone, every day financial advisors seek out to become their own CEO.  Continue reading

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Using Your Hobby to Prospect for Clients

Using Your Hobby to Prospect for ClientsCan you imagine saying to your partner, “Honey, I’m going sailing. For work?”

David Edwards, president of New York-based Heron Financial Group, found a way to leverage his love of sailing with successful client prospecting. Continue reading

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Summit Brokerage Services Announces Record Attendance for 2014 Convention

Summit Brokerage Services Announces Record Attendance for 2014 ConventionSummit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country*, successfully completed the 2014 National Convention at the Boca Raton Resort & Club, October 9-11, 2014, with record attendance. Continue reading

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How can you Break the Cycle of Overspending?

How can you Break the Cycle of OverspendingWith the economy continuing to rebound, the stock market holding strong and the unemployment rate down, we appear to be further down the road of recovery. With the latest economic crisis, however, have we learned any lessons when it came to overspending? Continue reading

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