Kelly
Haber
Commonwealth Financial Network
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About this Advisor
Kelly Haber is a financial advisor based in Ludlow, Massachusetts, working with Commonwealth Financial Network. Kelly has previously held positions at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Pioneer Valley Financial Group LLC, and Commonwealth Financial Network. Kelly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Kelly is part of Commonwealth Financial Network, which operates out of Ludlow, Massachusetts. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kelly Haber Work History
Pioneer Valley Financial Group LLC
Commonwealth Financial Network
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Disclosures
Please visit the SEC profile of Kelly Haber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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