Unclaimed Profile

Michael Charles Seese

COMMONWEALTH FINANCIAL SERVICES, LLC.·PARKERSBURG, West Virginia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record26 years registeredCOMMONWEALTH FINANCIAL SERVICES, LLC.

585 COLLEGE PARKWAY, PARKERSBURG, WV 26104CRD# 2789645Firm CRD# 324930

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Charles Seese · PARKERSBURG, WV

Registration

CRD #2789645 · COMMONWEALTH FINANCIAL SERVICES, LLC. · 26 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL SERVICES

Apr 2023 – present

ARBOR POINT ADVISORS

Jun 2017 – Apr 2023

ATHENS, OH

COMMONWEALTH FINANCIAL SERVICES, LLC

Sep 2010 – Jul 2017

PARKERSBURG, WV

LPL FINANCIAL LLC

Apr 2003 – Dec 2011

PARKERSBURG, WV

AXA ADVISORS, LLC

Jan 2000 – Apr 2003

PARKERSBURG, WV

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 11, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMONWEALTH FINANCIAL SERVICES, LLC.

CRD 324930 · SEC 801-127499

AUM

$650M

Regulatory assets under management

Employees

2,148 client accounts

Services offered by COMMONWEALTH FINANCIAL SERVICES, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMONWEALTH FINANCIAL SERVICES, LLC. →

Introduction

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Frequently Asked Questions

What services does Michael Charles Seese offer?

Michael Charles Seese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARKERSBURG, West Virginia for a consultation.

What are Michael Charles Seese's credentials?

Michael Charles Seese holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Charles Seese located?

Michael Charles Seese is based in PARKERSBURG, West Virginia, working with COMMONWEALTH FINANCIAL SERVICES, LLC.. Their office serves clients in the PARKERSBURG metropolitan area and surrounding communities.

How does Michael Charles Seese charge for services?

Michael Charles Seese's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMONWEALTH FINANCIAL SERVICES, LLC.?

COMMONWEALTH FINANCIAL SERVICES, LLC. has approximately 25 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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