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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Betzelberger is a financial advisor with over 30 years of experience in the industry. Terry currently works for Moloney Securities Asset Management LLC. Terry has a broad range of experience working with clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Terry's previous employment history includes roles with M&A Securities Group, Inc., Montage Securities, LLC, and Levitt Betzelberger Weinrich, Inc. Terry is registered with FINRA and the state of Kansas as an investment advisor representative. Terry holds licenses in several states, including Kansas, Missouri, Colorado, Florida, Georgia, Illinois, Michigan, Nebraska, Nevada, North Carolina, and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
09/26/2017 - Present
Moloney Securities Asset Management LLC (Overland Park KS)
KS
08/04/2016 - 08/07/2017
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
MO
12/19/1996 - 02/27/2017
M&A SECURITIES GROUP, INC. (KANSAS CITY MO)
MN
12/21/1993 - 07/29/1999
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
AZ
07/16/1997 - 08/14/1998
GREENBERG NEHLS & CO., INC. (TUCSON AZ)
CA
04/01/1996 - 07/09/1997
RENTZ, CHRISTIAN & COMPANY (TORRANCE CA)
KS
01/28/1992 - 03/17/1997
WINCHESTER INVESTMENT SECURITIES, INC. (OVERLAND PARK KS)
NJ
08/15/1986 - 03/22/1994
ALLIANCE ASSET GROUP,INC. (ENGLEWOOD CLIFFS NJ)
NA
02/19/1986 - 09/08/1986
INVESTMENT MANAGEMENT & RESEARCH, INC
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/1987
Series 24 - General Securities Principal Examination
BC
Issued 09/24/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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