The Advice-Centric Experience™
A comprehensive wealth management platform and part of Cetera’s advice-centric technology solution suite.
A blueprint for transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.
An innovative self-assessment tool that advisors can implement in their practices to connect their clients’ emotions about money to the financial strategies advisors provide.
The technology platform for delivering the breakthrough tools and applications that redefine the client engagement and advisor business processes.
© 2018 Summit Brokerage Services, Inc. Member FINRA & SIPC. Summit Brokerage Services is a member of Cetera Financial Group®, a leading network of independent retail broker-dealers.
Clearing Firms: First Clearing and Pershing LLCDon Shula Information Page: Don Shula Joins SummitIndependent Broker-Dealer Information Page: Independent Broker-DealerIndependent Financial Advisor Information Page: Independent Financial AdvisorRegistered Investment Advisor Information Page: Registered Investment Advisor
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