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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Holtz (CRD# 5291596) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 15 years of experience in the finance industry.
Roy Holtz (CRD# 852946) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 38 years of experience in the finance industry. Roy Holtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Shannon Kimmel (CRD# 7005809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indiana, PA and has over 5 years of experience in the finance industry.
Frank Kinter (CRD# 1332576) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Indiana, PA and has over 39 years of experience in the finance industry.
Kurtis Kuyat (CRD# 1109701) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Indiana, PA and has over 39 years of experience in the finance industry.
Frank Lapinsky (CRD# 6040062) is an Investment Advisor Representative working at West Chester Capital Advisors Inc. in Johnstown, PA and has over 11 years of experience in the finance industry.
Scott Lauer (CRD# 2399658) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in New Alexandria, PA and has over 21 years of experience in the finance industry.
Steven Leach (CRD# 1483809) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Indiana, PA and has over 38 years of experience in the finance industry.
Patrick Long (CRD# 2901123) is an Investment Advisor Representative working at Aspire Financial, Inc. in Ebensburg, PA and has over 26 years of experience in the finance industry.
Jared Lowry (CRD# 5965615) is an Investment Advisor Representative working at Edward Jones in Indiana, PA and has over 12 years of experience in the finance industry.