Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loren Seid is an investment advisor representative at Axxcess Wealth Management, LLC. Michael has been in the industry since 1997 and has a Series 7, Series 63, Series 65, and Series 82TO license. Michael is registered with the state of California and Texas as an investment advisor representative. Michael works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Michael's services include financial planning, portfolio management, pension consulting, and selection of other advisors. Michael is also a board member of Aurora Spine Group, a medical device manufacturer, and owns rental properties in Arizona.
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.
1
2
CA
01/04/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
CA
10/09/2013 - 04/10/2023
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
NY
08/20/2021 - 10/25/2021
TESSERA CAPITAL PARTNERS, LLC (NEW YORK NY)
CA
07/17/2013 - 10/16/2013
ARI FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
02/20/2009 - 12/12/2011
C.K. COOPER & COMPANY, INC. (IRVINE CA)
CA
08/13/2007 - 01/21/2009
WESTMOORE SECURITIES, INC. (ANAHIEM CA)
CA
05/09/1997 - 08/14/2007
SIGNATOR INVESTORS, INC. (SAN DIEGO CA)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Seid is the right advisor for you? Invested Better is here to help.
