Unclaimed
Jeffrey Zavila is a financial advisor with Hornor, Townsend & Kent, LLC and has been in the financial services industry since March 15, 2008. Jeffrey is a registered representative and investment advisor representative in New Jersey and Pennsylvania. Jeffrey is licensed to provide financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey has experience providing financial planning, portfolio management, and pension consulting services.
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
PA
11/19/2021 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
AZ
01/11/2017 - 11/08/2021
EDWARD JONES (TEMPE AZ)
GA
04/30/2014 - 01/23/2017
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/30/2014 - 01/23/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/30/2014 - 01/23/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/30/2014 - 01/23/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
05/28/2013 - 02/25/2014
HFP CAPITAL MARKETS LLC (NEW YORK NY)
NY
02/02/2011 - 10/16/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NJ
04/09/2007 - 10/26/2009
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
04/09/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
12/08/2005 - 08/31/2006
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
OR
04/05/2005 - 08/31/2005
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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