Michael Francis Marchese

Current Employers

Employment History

• 02/2006 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2007 → Present
  Axial Financial Group
  Burlington, MA

Other Businesses

1. Fixed insurance sales, as of 01/01/2009; 10% of time spent during business hours; conducted at branch, investment related. 2. Axial Financial Network, LLC, member and part owner of holding company for securities business a.k.a. the axial company, as of 11/28/2007; 100% of time spent during business hours; conducted at branch, investment related. 3. Axial Insurance Group, LLC, AKA The Axial Company - partner and co-owner of entity created for life and health insurance business, as of 08/15/2009; 10% of time spent during business hours; investment related. 4. Axial Capital Management, LLC, co-owner of a separate entity for securities business and rental income from leasing office space, as of 01/01/2011; 10% of time spent during business hours; conducted at branch, investment related. 5. Pinnacle Capital Management, Inc., treasurer and co-owner of private entity created for securities business, as of 01/01/2010; 25% of time spent during business hours; conducted at branch, investment related. 6. Pinnacle Tax Service, LLC, co-owner of entity created for tax related services, as of 01/21/2010; 5% of time spent during business hours; conducted at branch, not investment related. 7. Subleasing branch office space to Axial Benefits Group-Alkeme Insurance; Located in Burlington, MA, as of 04/15/2024; 0% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-23
• S63 Uniform Securities Agent State Law Examination
  1998-10-09

Designations