Christopher CercyCRD Number: 6692067
Current Firm: Fierce Financial Group LLC
Christopher Cercy (CRD# 6692067) is an Investment Advisor Representative working at Fierce Financial Group LLC in Miami Beach, FL and has over 5 years of experience in the finance industry. Christopher Cercy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Fierce Financial Group, LLC||Winston Salem, NC||May 2018 - Current||5|
|Retirement Wealth Advisors||Winston Salem, NC||Jan 2017 - Aug 2018||1|
|Formulafolio Investments, LLC||Winston Salem, NC||Jan 2017 - Aug 2018||1|
|Maestro Wealth Advisors||Winston Salem, NC||Jun 2016 - Aug 2018||2|
|Winston Salem State University||Winston Salem, NC||Aug 2014 - May 2016||1|
|University Of Louisville||Louisville, KY||Jun 2013 - Aug 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management35MILLIONS
Total Number of Accounts61ACCOUNTS
Average Account Value$573,770
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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