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.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
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 | 23 |
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 | 34 |
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 |
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- CO
- LA
- MN
- PA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts29ACCOUNTS
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Average Account Value$13,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
CO, LA, MN, PA, TX
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