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.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- FL
- NC
-
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
FL, NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.