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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Sabella is a financial advisor currently registered with UBS Financial Services Inc. Kelly Ann Sabella has been in the industry since January 28, 2001. Previously, Kelly Ann Sabella was affiliated with BARCLAYS CAPITAL INC. and LEHMAN BROTHERS INC. Kelly Ann Sabella has a Series 66, Series 3, and Series 7. Kelly Ann Sabella is also registered in 26 states.
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.
See schedule d - miscellaneous
1
2
MA
08/11/2014 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
09/22/2008 - 09/05/2014
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
01/29/2001 - 09/22/2008
LEHMAN BROTHERS INC. (BOSTON MA)
BOTH
Issued 07/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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