Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Dieteman has been in the financial industry since 1999. Amy is a registered representative with Summit Financial, LLC and has been with the firm since 2018. Previously, Amy was a registered representative with Summit Equities, Inc. from 1999 to 2018. Amy holds Series 7 and Series 66 licenses. Amy provides financial advice to clients of Summit Financial, LLC and Summit Risk Management, both of which are located in Parsippany, NJ.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/03/2019 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
01/20/1999 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Dieteman is the right advisor for you? Invested Better is here to help.
