Jeffrey N. Holtman
Cross Point Capital Llc
Financial Planner in Rye, NY
Address:6 Harbor Ln
Rye, NY 10580
About Jeffrey N. Holtman
Jeffrey Holtman is a financial professional at Cross Point Capital Llc located in Rye, New York. Jeffrey Holtman holds an industry securities registration subject to FINRA oversight having passed securities examinations including S3, S63, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Holtman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Holtman6 Harbor Ln
Rye, NY 10580
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Rye, New York? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.