Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shea is a financial advisor with Commonwealth Financial Network in West Springfield, MA. Michael has been in the industry since 2011 and holds Series 6, 7, 63 and 65 licenses. Michael has previously worked at BlackRock Investments, LLC and Columbia Management Investment Distributors, Inc. Michael provides a variety of services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, selection of other advisors and publication of periodicals.
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
08/23/2018 - Present
Commonwealth Financial Network (WEST SPRINGFIELD MA)
MA
01/06/2017 - 06/28/2018
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
MA
10/16/2014 - 01/04/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
CO
08/09/2011 - 02/26/2014
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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