Kevin
Belshaw
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kevin Belshaw is a financial advisor based in Hunt Valley, Maryland, working with United Planners' Financial Services Of America A Limited Partner. Kevin has previously held positions at M&T Securities, M&T Bank, Massmutual Life Insurance Co, Tribel Consulting Firm, LLC, Maritime Institute Of Technology And Graduate Studies, Mitags, Fixed Insurance, United Planners Financial Services Of America, and Mml Investors Services, LLC. Kevin has passed the Series 63 regulatory exam and is registered to provide services in Maryland. Currently, Kevin is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Hunt Valley, Maryland. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Belshaw Work History
United Planners Financial Services Of America
Tribel Consulting Firm, LLC
Maritime Institute Of Technology And Graduate Studies
Mitags
Fixed Insurance
Massmutual Life Insurance Co
Mml Investors Services, LLC
M&T Securities
M&T Bank
Disclosures
Please visit the SEC profile of Kevin Belshaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
