Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Canfield is an investment advisor representative at Commonwealth Financial Network. Michael has been in the industry since 1997 and has been registered with Commonwealth Financial Network since 2022. Michael holds Series 7, 7TO, 63 and 66 licenses. Michael is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Michael has a specializations in Fixed Annuities, Variable Annuities, Mutual Funds, Variable Life Insurance, Life Insurance, and Equity Securities. Michael is also licensed to sell insurance products and offers financial planning services.
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.
1
2
MA
11/10/2022 - Present
Commonwealth Financial Network (WESTBOROUGH MA)
MA
05/14/2015 - 08/08/2019
CUNA BROKERAGE SERVICES, INC. (Shrewsbury MA)
MA
07/31/1997 - 05/01/2015
COMMONWEALTH FINANCIAL NETWORK (SHREWSBURY MA)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Canfield is the right advisor for you? Invested Better is here to help.
