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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.
Brian Simanski (CRD# 6444174) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 8 years of experience in the finance industry.
Marina Stephens (CRD# 6041747) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Patton, PA and has over 11 years of experience in the finance industry.
Stacy Anderson (CRD# 4782048) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 15 years of experience in the finance industry.
Robert Bainey (CRD# 2787819) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Altoona, PA and has over 27 years of experience in the finance industry.
John Barton (CRD# 6335566) is an Investment Advisor Representative working at Edward Jones in Hollidaysburg, PA and has over 9 years of experience in the finance industry.
Kirk Baser (CRD# 6260137) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Altoona, PA and has over 9 years of experience in the finance industry.
Robert Beck (CRD# 1395076) is an Investment Advisor Representative working at Principal Securities, Inc. in Altoona, PA and has over 31 years of experience in the finance industry.
Christopher Benec (CRD# 2410481) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Johnstown, PA and has over 30 years of experience in the finance industry.