4 Campus Drive, Parsippany, NJ, 07054
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Amy is an Investment Advisor Representative (IAR) with Summit Financial Resources since 2018, dedicating full-time hours to providing financial advice. She is also an insurance agent with Summit Risk Management, selling fixed insurance products, dedicating about 10-20% of her time.