Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Keith Belzeski is a financial advisor with Hornor, Townsend & Kent, LLC in Leawood, KS. Jeffery has over 13 years of experience in the financial services industry. Jeffery is registered with FINRA and is licensed to provide financial advice in multiple states. Jeffery specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
KS
07/26/2024 - Present
Hornor, Townsend & Kent, LLC (Leawood KS)
KS
05/26/2022 - 04/25/2024
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
04/22/2020 - 05/16/2022
PARK AVENUE SECURITIES LLC (OLATHE KS)
KS
07/17/2017 - 06/04/2018
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
02/19/2013 - 07/19/2017
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
KS
05/21/2012 - 02/06/2013
MML INVESTORS SERVICES, LLC (OVERLAND PARK KS)
KS
02/15/2011 - 03/15/2012
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
KS
10/08/2007 - 12/09/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OVERLAND PARK KS)
IA
Issued 08/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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