Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kelley is a financial advisor registered with Commonwealth Financial Network. Susan has been in the financial services industry since September 2010. Susan specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Susan holds the Series 66, Series 7, and SIE licenses. Susan works with clients in the states of Connecticut, Maine, and Massachusetts. Commonwealth Financial Network is a leading provider of financial services to individuals, families, and businesses. The firm offers a wide range of services, including financial planning, investment management, and retirement planning. Commonwealth Financial Network has a long history of providing high-quality financial advice to its clients.
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.
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MA
01/26/2021 - Present
Commonwealth Financial Network (WORCESTER MA)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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