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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Kelley is a financial advisor with Commonwealth Financial Network and has been in the industry since 1994. Jean has a diverse background, with experience at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunAmerica Securities, Inc. and INFINEX INVESTMENTS, INC. Jean's expertise includes financial planning, portfolio management for individuals and businesses, and educational seminars. Jean is registered in 14 states and holds several licenses and certifications, including the Series 6, Series 7, Series 24 and Series 66 exams.
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.
1
2
MA
05/08/2009 - Present
Commonwealth Financial Network (Holyoke MA)
MA
06/18/2002 - 05/04/2009
INFINEX INVESTMENTS, INC. (FLORENCE MA)
NY
07/15/1998 - 06/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
05/02/1994 - 03/20/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 10/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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