Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Jo Belmonte is a financial advisor at Summit Financial, LLC. Kelley has been a registered representative for over 11 years and has experience working with both individuals and institutions. Kelley Jo Belmonte is also registered as an investment advisor representative at Midway Wealth Partners, LLC.
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.
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.
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IL
10/01/2024 - Present
Summit Financial, LLC (Arlington Heights IL)
IL
12/11/2019 - 11/01/2021
MORGAN STANLEY (Barrington IL)
BOTH
Issued 09/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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