Business Description

"See what's on your horizon." Penn Rise Benefits is a full service financial service firm. We provide health insurance for businesses and individuals alike. We are dedicated to providing you with the benefits that best suit your needs and excellent service. We also help people achieve their financial goals and protect their assets. We are able to offer just about any type of investment you are looking for. From IRA's and 401(k)'s to college savings accounts and brokerage accounts, we offer the investments needed to help you achieve your financial goals. Looking for life insurance? Penn Rise Benefits deals with more than 50 insurance carriers to make sure you get the best price and plan for your needs. Give us a call today to help you better prepare for your future. You can't predict, but you can prepare.

General Information

Gender:

Male

CRD#:

4268378

Firm CRD#:

104368

Name of Broker/Dealer:

Resource Horizons Group, L.L.C.

States Licensed in:

PA, OH, DE, NC, MI

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types:

Insurance, Annuities, Stocks, Mutual Funds, Bonds, Mortgages & Real Estate, Exchange Traded Funds (ETFs)

Qualifications & Memberships

Securities Licenses:

Series 7, Series 6, Series 63

Insurance and Annuity Licenses:

Disability, Variable Life, Long Term Care, Variable Annuity, Health, HMO, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

5000

Compensation Methods:

Commissions, Based on Assets

Fee % Based on Assets:

Prepared By:

Karl Klingmann II

Most Recent Update:

05/23/2008