Distance Metro area (25 miles)
- 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
Gerald Serfass (CRD# 1168999) is an Investment Advisor Representative working at Nationwide Securities, LLC in Spring Grove, PA and has over 10 years of experience in the finance industry.
Matthew Warntz (CRD# 3204254) is an Investment Advisor Representative working at Nationwide Securities, LLC in Spring Grove, PA and has over 18 years of experience in the finance industry.
I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.
Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.
I work with every client to put together a plan...