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Paladin Registry Completed Background Checks for Gerald Summers, Steve Robbins, and Scott Holstein

When you hire someone to manage your financial future, don't you want to know who they are and what their background is? PaladinRegistry.com conducts background checks on financial advisors in order to provide full transparency to investors.

 
PRLog - Dec. 2, 2010 - Sacramento, CA, December 2, 2010.  Many financial planners, investment advisors, and money managers use deceptive sales tactics to gain control of investor assets. It is up to investors to determine which advisors are telling the truth and which ones are omitting, misrepresenting, or exaggerating information. This task is tougher than it sounds because financial advisors do not have mandatory disclosure requirements. Paladin Registry makes the task easier by conducting comprehensive due diligence and background checks that validate the accuracy of information that advisors provide investors when they sell investment advice, services, and products.    

Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Gerald Summers, Steve Robbins, and Scott Holstein. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”.  

Gerald Summers (West Chester, OH) has worked in the financial services industry for the past 30 years. He received a BA degree in Finance from the Union Institute and University and he holds CFP®, CASL®, ChFC®, and CLU® designations. Summers is a member of the Society of Financial Service Professionals and he provides fee-only financial planning and investment advisory services to businesses, corporate pension funds, individuals, and families. He was admitted to the Paladin Registry with a five star quality rating in 2008. See Summers’ online profile at http://www.paladinregistry.com/advisor/Gerald.Summers  

Steve Robbins (Florissant, MO) has worked in the financial services industry for the past 25 years. He received a BA degree from the University of Missouri, St. Louis and he is a Certified Financial Planner™. Robbins is a member of the Financial Planning Association and a fee-only service provider who provides financial planning and investment advisory services to businesses, nonprofits, individuals, and families. He was admitted to the Registry with a five star quality rating in 2006. Learn more about Robbins at http://www.paladinregistry.com/advisor/Steve.Robbins  

Scott Holstein (Feasterville, PA) has worked in the financial services industry for the past 24 years. He received a BS degree from Pennsylvania State University and he holds CFP®, CPA, and PFS designations. Holstein is a member of the American Institute of CPA’s and he provides fee-only financial planning and investment advisory services to businesses, corporate pension funds, individuals, and families. He was admitted to the Paladin Registry with a five star quality rating in 2004. See Holstein’s online profile at http://www.paladinregistry.com/advisor/Scott.Holstein  

ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then Paladin services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.

KEY CONTACT
Jack Waymire
Jack@PaladinRegistry.com
(916) 253-3334 (CA)

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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.

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Contact Email:
***@paladinregistry.com Email Verified
Source:Jack Waymire
Phone:916.253.3334
Zip:95648
City/Town:Lincoln - California - United States
Industry:Financial advisors, Financial planners, Investment
Tags:financial advisors, financial planners, investing, retirement planning, money management, investments, background checks
Shortcut:prlog.org/11116865
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