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Andrew K

Series 63, Series 65

Lake Ariel, PA

First Heartland Consultants, Inc.

Andrew Katz is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Katz serves on the board of the Blair County Tea Party and the Congregation Beth Israel board of trustees, and he volunteers as secretary of the Lake Ariel Lions Club. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Annuities Income planning Cash flow / budgeting
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