Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly B Haber is a financial advisor registered with Commonwealth Financial Network in Ludlow, MA. Kelly has been in the financial services industry since 2007 and holds several industry licenses, including Series 6, 7, 24, 63, and 66. Kelly is also a registered investment advisor (IA) in Massachusetts. Prior to joining Commonwealth Financial Network, Kelly worked for MML Investors Services, LLC in Springfield, MA. Kelly is a co-owner of Pioneer Valley Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business. Kelly is a member of the Financial Industry Regulatory Authority (FINRA).
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
07/05/2016 - Present
Commonwealth Financial Network (LUDLOW MA)
MA
11/06/2007 - 03/15/2016
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
02/21/2007 - 08/06/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSFIELD MA)
BOTH
Issued 06/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Haber is the right advisor for you? Invested Better is here to help.
