Heath
Goldstein
Western International Securities, Inc
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About this Advisor
Heath Goldstein is a financial advisor working in Clarks Summit, Pennsylvania who has 7 years of industry experience. Goldstein is on the advisory team at Western International Securities, Inc. During their career, Goldstein has held roles at E-Z Mail Plus, Goldy'S Travel Agency, 1St Financial Investments, Inc, Hgg-Ec L.P, Crawford Door Sales Company Of Scranton, Pennsylvania Corp, Chinchilla Hose Company Of South Abington Township, Clarks Summit Fire Company No. 1, Inc, Justus Volunteer Fire Company, Abington Gardens Condominimum Association, Kalos Capital, Inc, Wyoming Valley Pilot'S Club, Scranton-Pocono Amateur Radio Klub, Social Security Consultants, Calton & Associates, Inc, City Of Scranton, Kalos Financial, Bariatric Solutions For Life, Scott Township Hose Company, Dive Rescue Specialists, Inc, Lackawanna County, Board Of Elections, Dracula'S Forest Haunted Attraction, 1St Financial Safeguard, Co, Eca Marketing, Inc, Dracula'S Forest, Simplicity Group Insurance, Lifetime Income 4 You, Inc, Reaper'S Revenage Haunted Hayride Attraction, Goldy'S Financial Company, 1St Financial Investment, Inc, Palomar Financial Services, Revolution Fmo, College Planning Service, Inc, Western International Securities, Inc, Wal*Mart Stores, 1St Financial Tax Services, LLC, Magellan Financial & Insurance Services, Inc, Advisor'S Choice Insurance Brokerage Services, Inc, Nepa Financial Group and United States Of America. Goldstein maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Pennsylvania. Western International Securities, Inc is a financial advisory business based out of Pasadena, CA. The company has offices in 119 locations and a total of 424 people on staff. It manages $4 billion in assets under management among its 12,253 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 28 charities and foundations. Of its 12,253 client accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. Western International Securities, Inc offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services are offered. Fees billed by Western International Securities, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,479,601,807
424
12,253
$283,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Heath Goldstein Work History
Heath has been registered as a financial advisor for 7 years.*
City Of Scranton
Lifetime Income 4 You, Inc
Simplicity Group Insurance
1St Financial Safeguard, Co
1St Financial Tax Services, LLC
Advisor'S Choice Insurance Brokerage Services, Inc
Nepa Financial Group
Lackawanna County, Board Of Elections
1St Financial Investment, Inc
Western International Securities, Inc
Bariatric Solutions For Life
Social Security Consultants
Wyoming Valley Pilot'S Club
Scranton-Pocono Amateur Radio Klub
Scott Township Hose Company
Dive Rescue Specialists, Inc
Justus Volunteer Fire Company
College Planning Service, Inc
1St Financial Investments, Inc
Chinchilla Hose Company Of South Abington Township
E-Z Mail Plus
Goldy'S Travel Agency
Clarks Summit Fire Company No. 1, Inc
United States Of America
City Of Scranton
Eca Marketing, Inc
City Of Scranton
Dracula'S Forest
City Of Scranton
Dracula'S Forest Haunted Attraction
Magellan Financial & Insurance Services, Inc
City Of Scranton
Dracula'S Forest Haunted Attraction
Wal*Mart Stores
City Of Scranton
Reaper'S Revenage Haunted Hayride Attraction
Calton & Associates, Inc
City Of Scranton
Reaper'S Revenage Haunted Hayride Attraction
Goldy'S Financial Company
Palomar Financial Services
Revolution Fmo
City Of Scranton
Kalos Capital, Inc
Kalos Financial
Abington Gardens Condominimum Association
Crawford Door Sales Company Of Scranton, Pennsylvania Corp
Hgg-Ec L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heath Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Western International Securities
Westlake Village, CA
Pasadena, CA
Westlake Village, CA
Woodland Hills, CA
Northridge, CA
Pasadena, CA
Pasadena, CA
Crystal Bay, NV
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