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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 Leann Conner haslbeck is a registered investment advisor representative. Kelly Leann Conner haslbeck is currently employed with Eversource Wealth Advisors, LLC. Kelly Leann Conner haslbeck is also employed by Clarion Wealth Management Partners, LLC. Kelly Leann Conner haslbeck previously worked at COMMONWEALTH FINANCIAL NETWORK. Kelly Leann Conner haslbeck has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and the General Securities Representative Examination. Kelly Leann Conner haslbeck is licensed to provide non-variable insurance and annuities. Kelly Leann Conner haslbeck's specializations include: Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
03/08/2024 - Present
Eversource Wealth Advisors, LLC (Fairfax VA)
VA
04/05/2018 - 03/11/2024
COMMONWEALTH FINANCIAL NETWORK (FAIRFAX VA)
BOTH
Issued 03/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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