Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Michael Seese is an Investment Advisor Representative with Commonwealth Financial Services. Zachary is registered to provide investment advice in Ohio and West Virginia. Zachary earned their Series 65 - Uniform Investment Adviser Law Examination on August 1, 2023. Zachary has been in the financial services industry for over one year and has worked for Commonwealth Financial Services since May 2022. Commonwealth Financial Services provides advisory services such as financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers.
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.
Lending services and financial institution consulting services
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.
A percentage of the total value of assets under management is charged.
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WV
08/09/2023 - Present
Commonwealth Financial Services (PARKERSBURG WV)
IA
Issued 08/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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