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The Summit Brokerage Services, Inc

The Summit Brokerage Services, Inc. is a full-service stock brokerage company that caters to individual, corporate, and institutional clients. It is a registered securities brokerage firm that is licensed in all the US states including the District of Columbia. A member of the NASD and SIPC, Summit Brokerage, Inc. / SBC / Summit is a federally-regulated Registered Investment Advisor under the authority of the Securities and Exchange Commission. It has notice filings in US states where there is a Summit office with a licensed investment advisory representative, or where there are five+ Summit resident fee-based investment advisory clients. Summit is exempt from notice-filing in all other states. This is because of the Summit subsidiary SBS Insurance Agency of Florida, Inc. and its other affiliated insurance agencies; hence it is already licensed or it no longer required to be licensed for insurance.

What are the Features of the Summit Brokerage Services, Inc.?

Summit Brokerage, Inc. features different investment services. This includes asset allocation programs using many of the nation’s top money managers, as well as investment management for both equity securities and fixed income.

What else does Summit Offer?

Mutual Funds

Stocks (equity) Funds are the patron’s investment in stocks whose values generally depend on the current value of the stocks they own and share prices fluctuation with the stock market.
Bond funds (municipal bond, corporate bond, and US Treasury and government agency bond funds) are the patron’s investment in corporate or government bonds, whose values fluctuate due to changes in interest-rates and other factors.
Money market funds (either taxable or tax-exempt) are often used by patrons as a place to invest money they anticipate to use in the near future, as it typically easy to sell, and less risky than stock and bond funds.
Stock and Bond Brokerage
Summit uses their expertise and facilities to execute stock, bond and other securities trades in all of the major exchanges, and offering a wide array of products, such as, preferred issues, brokered CD’s, fixed income products, and equity and bond research through its agreement with First Clearing LLC.
Insurance & Annuities
Summit Brokerage Services, Inc. is able to offer both fixed and variable life insurance and annuity products from leading insurance companies in US.
Lending Services
Summit also aids their patrons in obtaining a mortgage for both personal and commercial needs, as well as in re-financing a mortgage.
How does Summit do it?
* By offering a comprehensive client consultation program and periodic reporting aiming to achieve a defined investment objective consistent with their patron’s chosen risk-level.
* By developing personalized investment portfolios, suited to each of their patron investor’s goals, objectives, and risk-tolerance.
* By maintaining the highest standards of ethical behavior and professional integrity through bringing integrity, innovation, and quality to every area of responsibility, and motivating and rewarding outstanding performance in their team.
* By providing an unwavering commitment and a summit-high level of service and support to help their patrons grow and preserve their financial assets sensibly.

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Support Center Certification

Several companies are now running support centers.  In these centers, excellent customer services and operations are expected by the people.  Unfortunately, many of these companies have failed to answer the public’s needs with the poor customer services and support operations they have provided.  It is for this reason actually that the concept of support center certification was coined.

Support center certification is not a new concept.  It has been around for more than 10 years now and several institutions and agencies have already provided this kind of service to the public with several good reasons.  In the first place, the support center certification offers a number of advantages to the support teams.  To mention in particular, it is known that the support center certification will help people achieve the best customer satisfaction possible.  It will help strengthen their team and will assure people that the company they are calling are not just support centers but certified support centers.

There are a lot of versions of support center certifications.  One of the most popular is the certification offered by the Help Desk Institute (HDI).  The support center certification is given for one purpose – to provide a professional review and assessment of both the internal and external support operations of a particular company.   This assessment is however made in accordance with the customer criteria and with the standards set by the institute itself.

Just like the other support center certifications, the HDI certifications are made available for a number of benefits they can give.  It is maintained by several claims that the support center certification will help increase the credibility of a certain company.  Once the credibility is increased, it’s no wonder that the degree of customer satisfaction will also increase due to the enhanced quality of the service call and the improved productivity.  This development is what will resolve several issues that surround the company, and as a result, the clients will be more satisfied with the services given to them.

The support center certification offers a lot more advantages to the support companies other than those mentioned above.  It is further shown by certain surveys that the certification in the support center industry will even help the company to improve its employee and team morale.  This is perhaps for the reason that with the increased credential, they will be working smarter and more productively.  As a result, they will feel and experience a heightened level of job satisfaction, which is unfortunately not obtained by many employees these days.   It is also follows that when the employees work harder and smarter to increase their productivity, an increased profitability will be possible.  Add on sales and greater customer retention will emerge in the long run.

With all those advantages, it’s no surprise that today more than a hundred of the companies running a support center are now taking up certain support center certifications from well-known institutions.  And of the available institutions worldwide, the HDI is by far the most popular.