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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 Cooley is a financial advisor with Commonwealth Financial Network. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and is also a co-owner of Coghill Investment Strategies, LLC. Michael has been in the financial industry since 1996 and has experience in both investment and insurance. Michael is registered in Pennsylvania and has a strong track record of providing financial advice to individuals, families, and businesses. Michael's specialties include financial planning, pension consulting, educational seminars, and portfolio management.
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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2
PA
02/10/2005 - Present
Commonwealth Financial Network (PITTSBURGH PA)
PA
08/11/2004 - 10/02/2023
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
PA
11/12/1996 - 06/15/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 05/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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