Summit Financial Resources, Inc. is an SEC registered investment adviser located in Parsippany, New Jersey. Summit Financial Resources, Inc. is in compliance with the current registration and/or notice-filing requirements imposed upon SEC registered investment advisers by those states in which Summit Financial Resources, Inc. maintains clients, including New Jersey. Summit Financial Resources, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Summit Financial Resources, Inc. website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Summit Financial Resources, Inc. does not, and will not, effect or attempt to render personalized investment advice for compensation.
The Principals and Financial Planners of Summit Financial Resources, Inc. are also securities registered, with Summit Equities, Inc. an independent broker dealer, Member FINRA. (www.finra.org) As such, only clients residing in the respective states where the financial advisers are securities registered may be provided investment services.
An option is an instrument that establishes a contract between two parties concerning the buying or selling of an asset at a reference price. The price of an option derives from the difference between the reference price and the value of the underlying asset (commonly a stock, a bond, a currency or a futures contract) plus a premium based on the time remaining until the expiration of the option. Options are not suitable for everyone. You should consult with your financial advisor prior to purchase. Additional information can be found at:
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