Unclaimed
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.
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.
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.
Lending services and financial institution consulting services
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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