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Cliff S Duester

Hornor, Townsend & Kent, LLC

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About Cliff S Duester

Cliff Duester is a financial advisor at Hornor, Townsend & Kent, LLC. Cliff has been in the industry since 2009 and is registered with the Securities and Exchange Commission (SEC) and FINRA. Cliff is also registered in 13 states. Cliff is a Series 7, Series 66 and SIE licensed professional. Cliff is actively involved in the financial planning, portfolio management, and insurance brokerage communities. Cliff has worked with a variety of clients, including high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Cliff's experience at MML Investors Services, LLC and Park Avenue Securities LLC further enhances his knowledge of the financial industry. Cliff is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Cliff Duester is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Trail commissions, distribution assistance fees

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Cliff Duester’s Registration & Firm History

NY

07/12/2023 - Present

Hornor, Townsend & Kent, LLC (NEW YORK NY)

CA

02/26/2015 - 07/19/2023

MML INVESTORS SERVICES, LLC (LOS ANGELES CA)

CA

11/19/2013 - 10/06/2014

PARK AVENUE SECURITIES LLC (SAN DIEGO CA)

CA

04/20/2009 - 07/05/2013

PARK AVENUE SECURITIES LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cliff S Duester. Review regulatory record here.
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