Heath Goldstein, financial advisor South Abington Township PA

Heath Goldstein

CRD Number: 2147679
Current Firm: 1st Financial Investment, Inc.

Heath Goldstein (CRD# 2147679) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in South Abington Township, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lifetime Income 4 You, Inc. Clark's Summit, PA Aug 2021 - Current 2
City Of Scranton Scranton, PA May 2021 - Current 2
Simplicity Group Insurance Scottsdale, AZ Oct 2019 - Current 4
1st Financial Safeguard, Company Clarks Summit, PA Mar 2018 - Current 6
1st Financial Tax Services, LLC Clarks Summit, PA Feb 2017 - Current 7
Advisor's Choice Insurance Brokerage Services, Inc. Thousand Oaks, CA Jan 2017 - Current 7
Nepa Financial Group Clarks Summit, PA Jan 2017 - Current 7
Lackawanna County, Board Of Elections Scranton, PA Nov 2016 - Current 7
1st Financial Investment, Inc. Clarks Summit, PA May 2016 - Current 7
Bariatric Solutions For Life Clarks Summit, PA Nov 2015 - Current 8
Social Security Consultants Clarks Summit, PA May 2013 - Current 10
Scranton-pocono Amateur Radio Klub Scranton, PA Mar 2011 - Current 13
Wyoming Valley Pilot's Club Forty Fort, PA Jan 2011 - Current 13
Dive Rescue Specialists, Inc. Scott Township, PA Jan 2008 - Current 16
Scott Township Hose Company Scott Township, PA Jan 2008 - Current 16
Justus Volunteer Fire Company Scott Township, PA Jan 2006 - Current 18
College Planning Service, Inc. Clarks Summit, PA Jun 2005 - Current 18
1st Financial Investments, Inc. Clarks Summit, PA Oct 2004 - Current 19
Chinchilla Hose Company Of South Abington Township Chinchilla / South Abington Township, PA Apr 2001 - Current 22
Goldy's Travel Agency South Abington Township, PA Nov 1994 - Current 29
Clarks Summit Fire Company No. 1, Inc. Clarks Summit, PA Apr 1990 - Current 33
E-z Mail Plus South Abington Township, PA Feb 1996 - Sep 2023 27
Western International Securities, Inc. Clark's Summit, PA Jun 2016 - Jun 2023 7
Eca Marketing, Inc. Eden Prairie, MN Jun 2018 - Dec 2020 2
United States Of America Allentown, PA Jul 2020 - Nov 2020 < 1
City Of Scranton Scranton, PA Jun 2019 - Nov 2019 < 1
Revolution Fmo Hendrickson, NV Nov 2014 - Oct 2019 4
Wal*mart Stores Scranton / Dickson City, PA Dec 2016 - May 2019 2
Dracula's Forest Ransom Township, PA Sep 2018 - Oct 2018 < 1
City Of Scranton Scranton, PA Jun 2018 - Sep 2018 < 1
Magellan Financial & Insurance Services, Inc. Topeka, KS Feb 2017 - Aug 2018 1
Dracula's Forest Haunted Attraction Ransom Township, PA Sep 2017 - Oct 2017 < 1
City Of Scranton Scranton, PA Jun 2017 - Sep 2017 < 1
Dracula's Forest Haunted Attraction Ransom Township, PA Sep 2016 - Oct 2016 < 1
City Of Scranton Scranton, PA Jun 2016 - Sep 2016 < 1
Calton & Associates, Inc. Clarks Summit, PA Mar 2014 - May 2016 2
Palomar Financial Services Huntington Beach, CA Feb 2014 - May 2016 2
Abington Gardens Condominimum Association South Abington Township, PA Jan 2007 - Apr 2016 9
Goldy's Financial Company Clarks Summit, PA Feb 2014 - Dec 2015 1
Crawford Door Sales Company Of Scranton, Pennsylvania Corp. South Abington Township, PA Jul 2001 - Dec 2015 14
Reaper's Revenage Haunted Hayride Attraction Scott Township, PA Sep 2015 - Nov 2015 < 1
City Of Scranton Scranton, PA Jun 2015 - Sep 2015 < 1
Hgg-ec LP South Abington Township, PA Jul 2000 - Dec 2014 14
Reaper's Revenage Haunted Hayride Attraction Scott Township, PA Sep 2014 - Nov 2014 < 1
City Of Scranton Scranton, PA Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S66 NASAA Uniform Combined State Law Examination Mar 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Heath G. Goldstein
Phone Number: 570-585-6100
Registered State(s):
  • CO
  • LA
  • MN
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $35,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, LA, MN, PA, TX

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