Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kenneth Wessel is a financial advisor who has been in the industry since 2015. Michael is currently registered with Commonwealth Financial Network in Worthington, Ohio. Michael has worked with Commonwealth Financial Network since 2020 and previously with National Financial Services LLC and Fidelity Brokerage Services LLC. Michael holds Series 63, Series 24, Series 4, SIE and Series 7 licenses. Michael's professional designations include Chartered Financial Analyst.
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.
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OH
09/17/2021 - Present
Commonwealth Financial Network (Worthington OH)
OH
09/17/2020 - 03/31/2022
COMMONWEALTH FINANCIAL NETWORK (Worthington OH)
MA
03/05/2018 - 09/08/2020
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NH
04/20/2015 - 03/22/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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