Christopher Cercy (CRD# 6692067) is an Investment Advisor Representative working at Fierce Financial Group LLC in Miami Beach, FL and has over 7 years of experience in the finance industry. Christopher Cercy has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fierce Financial Group LLC | Miami Beach, FL | Nov 2021 - Current | 2 |
| Fierce Financial Group LLC | Winston Salem, NC | May 2018 - Nov 2021 | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- FL
- NC
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$610,169
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NC
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