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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cavendish is a financial advisor in BECKLEY, WV and has been in the industry since 1982. Michael is registered with Axxcess Wealth Management, LLC and has been with them since 2023. Michael is also registered with Wells Fargo Clearing Services, LLC and was with them from 1999 to 2023. Michael holds Series 3, 7, 9, 10, 63, and 65 licenses, as well as the SIE. Michael's specialties include financial planning, pension consulting, and portfolio management for individuals and businesses. Michael's primary firm, Axxcess Wealth Management, LLC, has offices in Carlsbad, CA and BECKLEY, WV. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/30/2023 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
WV
10/01/1999 - 10/05/2023
WELLS FARGO CLEARING SERVICES, LLC (BECKLEY WV)
NC
01/21/1982 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 07/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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