Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Charles Seese

Commonwealth Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Charles Seese

Michael Charles Seese is an Investment Advisor Representative at Commonwealth Financial Services, in PARKERSBURG, WV. Michael has been in the financial services industry since 1996 and has held prior roles at Securities America, Inc., LPL Financial LLC, and AXA Advisors, LLC. Michael holds Series 6, 7, 24, 63, and 65 licenses, and is a Certified Financial Planner and Chartered Financial Consultant. Michael and his wife own the office building where Commonwealth Financial Services is located. Michael is also a Board Member of the First Exchange Bank.

Firm Information

Michael Seese is currently registered with Commonwealth Financial Services. Commonwealth Financial Services is a financial advisor headquartered in PARKERSBURG, WV. They have 9 licensed agents, 16 investment adviser representatives, and 11 investment advisory functions. The firm manages $649,546,505 in regulatory assets under management for 2,148 clients. Commonwealth Financial Services provides financial planning, pension consulting, and other advisory services. They serve individuals, businesses, and institutions.
Commonwealth Financial Services

585 COLLEGE PARKWAY

PARKERSBURG, WV 26104

$649.55M

Assets Under Management

4

Total Clients

15

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

lending services and financial institution consulting services

Lending services and financial institution consulting services

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Seese’s Registration & Firm History

WV

04/14/2023 - Present

Commonwealth Financial Services (PARKERSBURG WV)

OH

06/01/2017 - 04/28/2023

SECURITIES AMERICA, INC. (ST. CLAIRSVILLE OH)

WV

04/01/2003 - 06/07/2017

LPL FINANCIAL LLC (PARKERSBURG WV)

NY

08/23/1996 - 04/14/2003

AXA ADVISORS, LLC (NEW YORK NY)

NY

08/23/1996 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Michael Charles Seese is right for you?

Licenses & Designations

IA

Issued 07/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Charles Seese.
Not sure if Michael Charles Seese is right for you?